{
  "crd_number": 329075,
  "slug": "torreyana-capital-la-jolla-ca-329075",
  "primary_business_name": "TORREYANA CAPITAL",
  "legal_name": "TORREYANA CAPITAL, LLC",
  "dbas": [],
  "city": "La Jolla",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-12-06",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-06-18",
  "carried_forward": false,
  "raum_total": 837410743.0,
  "raum_discretionary": 837410743.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 79712910.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": null,
      "count": 0
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 244505036.0,
      "count": 2,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 20375000.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 492817797.0,
      "count": 2,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/company/torreyana-capital",
    "https://torreyanacapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329075",
  "city_as_filed": "LA JOLLA",
  "url": "https://advisorcensus.com/firm/torreyana-capital-la-jolla-ca-329075",
  "display_name": "Torreyana Capital",
  "summary": "Torreyana Capital is an SEC-registered investment advisory firm in La Jolla, CA, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 18, 2026.",
  "citation": "AdvisorCensus. Torreyana Capital (CRD 329075): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Torreyana Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Torreyana Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Torreyana Capital located?",
      "a": "Torreyana Capital's principal office is in La Jolla, CA, according to its Form ADV."
    },
    {
      "q": "Is Torreyana Capital registered with the SEC or a state?",
      "a": "Torreyana Capital is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 329075."
    },
    {
      "q": "How much does Torreyana Capital manage?",
      "a": "Torreyana Capital reports $837,410,743 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Torreyana Capital's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Torreyana Capital: Regulatory assets under management: $736,000,000 in the October 2024 data and $837,410,743 in the October 2026 data, up 14%. Total employees: 9 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Torreyana Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (2); charitable organizations (2); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Which custodians does Torreyana Capital use?",
      "a": "Torreyana Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley & Co. LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Torreyana Capital report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329075"
    },
    {
      "q": "Does Torreyana Capital state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"While the Firm will not impose a uniform minimum requirement for opening or maintaining an account, the exact terms and conditions of each engagement are described in the Governing Documents.\""
    },
    {
      "q": "What changed in Torreyana Capital's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $753,000,000 to $837,410,743 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 736000000.0,
      "total_employees": 9,
      "filing_date": "2024-06-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 753000000.0,
      "total_employees": 9,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 837410743.0,
      "total_employees": 10,
      "filing_date": "2026-06-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $753,000,000 to $837,410,743 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "While the Firm will not impose a uniform minimum requirement for opening or maintaining an account, the exact terms and conditions of each engagement are described in the Governing Documents."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "While the Firm will not impose a uniform minimum requirement for opening or maintaining an account, the exact terms and conditions of each engagement are described in the Governing Documents."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Morgan Stanley & Co. LLC",
      "name_as_filed": "MORGAN STANLEY & CO. LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/torreyana-capital-la-jolla-ca-329075.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": true,
      "raum": 244505036.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 20375000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 79712910.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 492817797.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329075",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}