Torrey Associates LLC (Greenwich)

Name: Torrey Associates LLC
Address: 45 East Putnam Avenue, Greenwich, CT, 06830
Telephone: 212-644-7800

Torrey Associates LLC is an adviser based in Greenwich. It manages $38.87 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Torrey Associates provides portfolio management for investment companies, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Torrey Associates: assets under management

The assets under management (AUM) of Torrey Associates LLC is $38.87 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.48 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Torrey Associates LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Torrey Associates LLC

Ezra Pascal Mager has been acting as President since 1 Apr 1998. James Robert O'connor joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Alexander Torrey	Chairman & ceo	1 Mar 1998	75% - 100%	448310
Eileen Brennan Spencer	Managing director	1 Mar 1998	Other	1274799
Ezra Pascal Mager	President	1 Apr 1998	Other	316853
Gretchen C Piller	Managing director	1 Apr 2000	Other	4764215
Gretchen Clementine Piller	Managing director	1 Apr 2000	Other	4764215
Ricardo Lee Cortez	President, private client group	1 Jul 2001	Other	2007975
John Burbank Stimpson	Vice president/sales	1 Apr 2004	Other	4633987
Andrew Finver	Vice president/research	1 Aug 2004	Other	5101014
Richard F Pitonzo	Controller, risk manager and chief compliance officer	1 Sep 2005	Other	1861107
Llc Torrey Family Investments	Member	1 Mar 2006	50% - 75%	tf6824956
James Robert O'connor	Chief compliance officer	1 Mar 2008	Other	5501692

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
James Alexander Torrey	Managing member	1 Mar 2006	50% - 75%	448310

Based in Greenwich

The principal office where Torrey Associates LLC performs its advisory services is located at 45 East Putnam Avenue, Greenwich, CT 06830, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-644-7800 or by fax 212-644-8333. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.thetorreyfunds.com.