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Home > Retirement Planners > california > san rafael > TRAN CAPITAL MANAGEMENT, L.P.
TRAN CAPITAL MANAGEMENT, L.P.
1000 4th St
Suite 800
San Rafael, California 94901
Tel: 415-461-3800
About TRAN CAPITAL MANAGEMENT, L.P.
TRAN CAPITAL MANAGEMENT, LP, formally registered with the SEC as TRAN CAPITAL MANAGEMENT, LP. The firm was established in 02/16/1974. They have over 1 offices throughout the country.
TRAN CAPITAL MANAGEMENT, L.P. is a San Rafael, California based Financial Planning firm with nearly $944,502,018 assets under management, offering retirement planning & investment advisory services to 337 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107049 |
| SEC# | 801-9747 |
| Assets Managed by Firm | $944,502,018 |
| No. of Clients | 337 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 337 | $944,502,018 |
| Individuals (other than high net worth individuals) | 161 | $158,796,871 |
| High net worth individuals | 81 | $296,685,602 |
| Pension and profit sharing plans | 5 | $21,246,487 |
| Charitable organizations | 28 | $205,259,126 |
| Corporations or other businesses | 25 | $185,108,777 |
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