Torreyana Capital provides investment management services across asset classes to institutions, affluent individuals/families, and pooled investment vehicles. Torreyana tailors its advisory services to the individual needs of its clients. Clients may impose restrictions on investing in certain securities or types of securities.
Fee Structure
Torreyana Capital charges asset-based management fees for investment advisory services. Fees are individually negotiated and may range up to 1% per year. Performance-based fees may also be charged, up to 20%. Fees are generally deducted directly from client assets and billed quarterly, in advance. Specific fee terms, including refunds for partial payments of service involving a termination, are disclosed in the Governing Documents.