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Building 2TRAN CAPITAL MANAGEMENT, L.P.

Map pinSAN RAFAEL, CA
Phone415-461-3800
NotebookSEC #801-9747
Total AUM
$890.3M
Employees
7
Clients
348

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 4TH ST
SUITE 800
SAN RAFAEL
CA 94901
United States
Operating Hours
6:30 AM T0 5:00 PM
Monday - Friday
Phone
415-461-3800

ReceiptFinancials

Total AUM
$890.3M
Accounts
348
Discretionary
$873.8M
Accounts
329
Non-Discretionary
$16.5M
Accounts
19

ContactClients

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Individual Clients
215
AUM
$202.7M
HNW Individual Clients
78
AUM
$343.2M
Investment Company Clients
1
AUM
$24.6M
Pension/Profit Sharing Plan Clients
4
AUM
$13.5M
Charitable Organization Clients
17
AUM
$166.6M
Corporation or Business Clients
14
AUM
$123.3M
Other Clients
19
AUM
$16.5M
Description of Other Clients
UNIFIED MANAGED ACCTS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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