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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.