Torray Investment Partners Llc
- Regulatory AUM
- $750M
- Discretionary
- $735M
- Clients
- 549
- Avg AUM / client
- $1.4M
- Accounts
- 551
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 463 | $135M | 18.0% |
| High net worth individuals | 63 | $234M | 31.2% |
| Investment companies | 1 | $340M | 45.4% |
| Charitable organizations | Fewer than 5 | $4.8M | 0.64% |
| Corporations and other businesses | 22 | $36.6M | 4.88% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lane, William, M (Mi Only) | Executive Vice President | Sep 2005 (21y) | 10% – 25% | |
| Jeffrey Douglas Lent | Portfolio Manager | Jul 2010 (16y) | 10% – 25% | |
| James David Bailey | Portfolio Manager, Director Of Research | CFA | Oct 2014 (12y) | 10% – 25% |
| Brian Roland Zaczynski | Research Analyst | CFA | Jan 2019 (8y) | 10% – 25% |
| Hendon, Shawn, Michael | President | Mar 2019 (7y) | 10% – 25% | |
| Scalise, Letitia, Breckenridge | Director, Client Relations And Marketing | Mar 2019 (7y) | 5% – 10% | |
| Leibrand, Bryan, Christopher | Director Of Business Development | Sep 2022 (4y) | 5% – 10% | |
| Gallagher, Janet, Marie | Director Of Invesment Operations | Jul 2023 (3y) | 5% – 10% | |
| Clark, Will, S | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 955 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $326M (44% of AUM) Jul 2026
- J.P. Morgan $46.5M (6% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗