Quoc Kinh Tran

Tran Capital Management, L.P.

12 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Tran Capital Management, L.P.

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

329 clients

Average Client Portfolio

$2.9M average

Assets Under Management

$958.7M

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $10.0M	1.00%
$10M+	0.50%

Minimum Account Size $1,000,000. TCM reserves the right to waive the minimum account size requirement.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

1000 4th St, Suite 800, San Rafael, CA, 94901

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Tran Capital Management, L.P.

August 2013 - Present · 12 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.