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TRAN CAPITAL MANAGEMENT, L.P.
CRD 107049 · SEC 801-9747
1000 4TH ST, SUITE 800, SAN RAFAEL, CA, 94901, United States
Phone
415-461-3800
Fax
415-461-0436
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$890.3M
Discretionary AUM
$873.8M
Team
7 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Partnership
Filing date
2026-02-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 215 | $202.7M |
| High net worth individuals | 78 | $343.2M |
| Investment companies | 1 | $24.6M |
| Pension/profit sharing plans | 4 | $13.5M |
| Charitable organizations | 17 | $166.6M |
| Corporations/business entities | 14 | $123.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD