Torren Management, Llc
- Regulatory AUM
- $373M
- Discretionary
- $373M
- Clients
- 8
- Avg AUM / client
- $46.7M
- Accounts
- 156
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Investments (13F portfolio — 948 positions, $196,687,338)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Avantis Total Equity Markets Etf | ETF | $67,530,290 | 1,240,351 | 34.3% | 18.1% |
| 2 | Avantis U.S. Equity Etf | ETF | $25,251,660 | 197,155 | 12.8% | 6.76% |
| 3 | Avantis International Equity Etf | ETF | $21,494,770 | 240,973 | 10.9% | 5.75% |
| 4 | Avantis U.S. Quality Etf | ETF | $12,883,690 | 195,207 | 6.55% | 3.45% |
| 5 | Avantis Emerging Markets Equity Etf | ETF | $11,668,837 | 120,933 | 5.93% | 3.12% |
| 6 | Avantis U.S. Small Cap Value Etf | ETF | $8,815,271 | 70,658 | 4.48% | 2.36% |
| 7 | Dimensional Short Duration Fixed Income Etf | ETF | $5,641,961 | 118,156 | 2.87% | 1.51% |
| 8 | Dimensional Us High Profitability Etf | ETF | $4,064,981 | 97,411 | 2.07% | 1.09% |
| 9 | Dimensional Core Fixed Income Etf | ETF | $3,872,671 | 91,748 | 1.97% | 1.04% |
| 10 | Dimensional International Core Equity 2 Etf | ETF | $3,055,305 | 82,000 | 1.55% | 0.82% |
| 11 | Dimensional Us Core Equity 2 Etf | ETF | $3,033,717 | 68,389 | 1.54% | 0.81% |
| 12 | I Shares Esg Aware Msci Eafe Etf | ETF | $2,753,046 | 26,778 | 1.4% | 0.74% |
| 13 | Dimensional International High Profitability Etf | ETF | $2,522,602 | 73,922 | 1.28% | 0.68% |
| 14 | Dimensional Global Ex Us Core Fixed Income Etf | ETF | $2,207,803 | 41,194 | 1.12% | 0.59% |
| 15 | Avantis International Small Cap Value Etf | ETF | $2,118,567 | 20,559 | 1.08% | 0.57% |
| 16 | Dimensional Ultrashort Fixed Income Etf | ETF | $1,961,251 | 38,623 | 1.0% | 0.53% |
| 17 | Dimensional Emerging Markets Core Equity 2 Etf | ETF | $1,937,499 | 47,675 | 0.99% | 0.52% |
| 18 | I Shares Esg Aware Msci Em Etf | ETF | $1,482,591 | 27,109 | 0.75% | 0.4% |
| 19 | Pimco 15 Year U.S. Tips Index Etf | ETF | $1,033,571 | 20,406 | 0.53% | 0.28% |
| 20 | Avantis Real Estate Etf | ETF | $795,684 | 16,794 | 0.4% | 0.21% |
| 21 | Schwab Us Large Cap Etf | ETF | $714,972 | 24,294 | 0.36% | 0.19% |
| 22 | Spdr S&P 500 Etf Trust | ETF | $555,255 | 744 | 0.28% | 0.15% |
| 23 | Avantis Responsible U.S. Equity Etf | ETF | $524,723 | 5,928 | 0.27% | 0.14% |
| 24 | Dimensional International Small Cap Value Etf | ETF | $484,807 | 12,081 | 0.25% | 0.13% |
| 25 | Avantis Responsible International Equity Etf | ETF | $397,640 | 4,978 | 0.2% | 0.11% |
Top 25 of 948 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 6 | $351M | 94.0% |
| Charitable organizations | 1 | $14.8M | 3.96% |
| Corporations and other businesses | 1 | $7.7M | 2.05% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darren Michael Reinig | Trustee | Apr 2006 (20y) | Less than 5% | |
| O'shea, Bree, Greene | Trustee | Apr 2006 (20y) | GP / trustee / elected manager of Reinig O'shea Family Trust Dated April 13, 2006 (indirect) | |
| Horowitz, Deborah, Sue | Trustee | Mar 2008 (18y) | GP / trustee / elected manager of Hyatt Family Trust Dated March 22, 2008 (indirect) | |
| Hyatt, Todd, Elliot | Trustee | Mar 2008 (18y) | Less than 5% | |
| Nathan Roland Dutzmann | Registered representative | Feb 2024 (2y) | ||
| Ryan Lawler | Registered representative | Jun 2025 (1y) | ||
| Lura Jae Nicole Marrs | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hyatt Family Trust Dated March 22, 2008 | Co Managing Member | May 2024 | A | 50% – 75% |
| Reinig O'shea Family Trust Dated April 13, 2006 | Co Managing Member | May 2024 | A | 50% – 75% |
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) | 03/26/2026 | 1.01 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $340M (91% of AUM) Mar 2026
- BNY Mellon $15.0M (8% of AUM) Mar 2025
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: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗