Torray Investment Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated March 12, 2026, reports $750M in regulatory assets under management, 10 employees, 1 office, and 551 accounts.
Assets Under Management
$750M
Employees
10
Offices
1 office
Total Clients
549
Primary office
BETHESDA, MD
7501 WISCONSIN AVENUE, SUITE 750W, BETHESDA, MD, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.3% of total clients.
Top client categories% of clientsClients
1
Individuals
84.3%
463
2
HNWI
11.5%
63
3
Corporations
4.0%
22
4
Investment Cos.
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$750Mas of March 12, 2026
Discretionary98.0%
$735M
98% of total RAUM98.0%
Non-discretionary2.0%
$15M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$750M
Total Accounts551
10Y AUM Change$-321M (-30.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee55:1
10Y Employee Change-4 (-28.6%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.