Data / Investment advisers / Maryland / Torray Investment Partners LLC
Torray Investment Partners LLC, Bethesda, MD: $750 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Torray Investment Partners LLC is an SEC registered investment adviser with its main office in Bethesda, Maryland and reports $750 million in regulatory assets under management in its Form ADV filed July 14, 2026. Its clients include investment companies, high net worth individuals and individuals. It is paid through a percentage of assets under management.
The request: Watch Torray Investment Partners LLC (CRD number 105818): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 105818
- SEC file number
- 801-8629
- SEC status
- Approved, effective May 12, 1972
- Main office
- 7501 Wisconsin Avenue Suite 750w, Bethesda, MD 20814
- Phone
- (301) 493-4600
- Regulatory AUM
- $750,096,507 in the Form ADV filed July 14, 2026
- Discretionary AUM
- $735,201,324
- Non discretionary AUM
- $14,895,183
- Accounts
- 551
- Employees
- 10, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $340.3 million |
| High net worth individuals | 63 | $233.7 million |
| Individuals (other than high net worth individuals) | 463 | $134.7 million |
| Corporations or other businesses | 22 | $36.6 million |
| Charitable organizations | Fewer than 5 | $4.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $750.1 million | March 12, 2026 |
| December 1, 2025 | $725.8 million | November 6, 2025 |
Other advisers in Bethesda
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Edgemoor Investment Advisors, Inc. | Bethesda | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Sargent Investment Group | Bethesda | $1.48 billion | 1 | adviserinfo.sec.gov |
| MV Capital Management, Inc. | Bethesda | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Northlane Capital Partners | Bethesda | $1.16 billion | 3 | adviserinfo.sec.gov |
| Warner Financial, Inc | Bethesda | $851.8 million | Not listed | adviserinfo.sec.gov |
| Aegis Wealth | Bethesda | $744.1 million | Not listed | adviserinfo.sec.gov |
| Sandbox Financial Partners, LLC | Bethesda | $681.7 million | Not listed | adviserinfo.sec.gov |
| Truffle Hound Capital, LLC | Bethesda | $680 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethesda, MD
- Investment advisers in Maryland
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Torray Investment Partners LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.