AUMdb

Torque Asset Management Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 335621 · SEC file 801-132916 · · www.TorqueAM.com
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$324M
Discretionary
$324M
Clients
2
Avg AUM / client
$162M
Accounts
2
Employees
3

AUM over time

$217M $324M
May 2, 2025 Mar 30, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026

Investments (13F portfolio — 12 positions, $254,098,755)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Amzn AMAZON.COM INC $48,971,358 235,134 19.3% 15.1%
2 Meta META PLATFORMS INC $42,756,419 74,732 16.8% 13.2%
3 Okta OKTA INC $25,095,818 318,839 9.88% 7.75%
4 Pcor PROCORE TECHNOLOGIES INC $24,701,520 433,360 9.72% 7.63%
5 Ma MASTERCARD INC $24,555,791 49,145 9.66% 7.58%
6 Dt Us DYNATRACE INC $21,548,764 582,714 8.48% 6.66%
7 Tech BIO-TECHNE CORP $20,568,073 393,572 8.09% 6.35%
8 Uber UBER TECHNOLOGIES INC $18,519,817 257,470 7.29% 5.72%
9 Msft MICROSOFT CORP $14,361,856 38,798 5.65% 4.44%
10 Chwy CHEWY INC $8,801,649 325,987 3.46% 2.72%
11 Plnt PLANET FITNESS INC $3,681,810 49,500 1.45% 1.14%
12 Spy SPDR S&P 500 ETF TRUST $535,880 824 0.21% 0.17%

Top 25 of 12 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 typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 2 $324M 100.0%

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 1.41 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

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗