Torreyana Capital, Llc
- Regulatory AUM
- $837M
- Discretionary
- $837M
- Clients
- 7
- Avg AUM / client
- $120M
- Accounts
- 7
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 2 | $245M | 29.2% |
| Pooled investment vehicles (non-investment companies) | 1 | $20.4M | 2.43% |
| Charitable organizations | 2 | $79.7M | 9.52% |
| Corporations and other businesses | 2 | $493M | 58.9% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ostrander, Kristopher, Noh Joon | Ceo, Cco, Manager | Nov 2023 (3y) | Less than 5% | |
| Ostrander, Margaret, Farone | Co Trustee | Nov 2023 (3y) | GP / trustee / elected manager of The Ostrander Revocable Trust (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Ostrander Revocable Trust | Member | Nov 2023 | A | 75% or more |
Undisclosed: 0% – 25% 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) | 06/18/2026 | 1.22 MB | 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Morgan Stanley $192M (23% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗