Torma Capital Llp
SEC-registered
Endowment & Foundation Advisor · Boutique (under $100M)
CRD 334848
· SEC file 801-134580
· London
· www.tormacapital.com
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ADV data as of May 20, 2026
- Regulatory AUM
- $62.1M
- Discretionary
- $62.1M
- Clients
- 3
- Avg AUM / client
- $20.7M
- Accounts
- 3
- Employees
- 5
AUM over time
$26.5M
$62.1M
Sep 19, 2025
May 20, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $21.8M | 35.1% |
| Charitable organizations | 1 | $40.3M | 64.9% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 1.2 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 pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $40.3M (65% of AUM) May 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: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗