Assets Under Management
$958.7M
Number of Clients
329
Number of Advisors
2
Average Client AUM
$2.9M
AUM per Advisor
$479.4M
Compensation
Fee-Only (AUM)
Tran Capital Management, L.P. (TCM) offers discretionary investment management and investment advisory services for domestic equity to individuals, pension plans, charitable foundations, and academic endowments through separately managed accounts. TCM utilizes various securities and investment strategies based on client objectives.
| 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.
1000 4th St, Suite 800, San Rafael, CA, 94901