TORRAY INVESTMENT PARTNERS LLC
B52
CRD 105818·SEC 801-8629·BETHESDA, MD
AUM
$750.1M
$500M-$1B
Est. Revenue
$7.5M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $945.8M
'21 · $659.0M
'22 · $646.5M
'23 · $711.1M
'25 · $725.8M
'26 · $750.1M
'20'26
$945.8M → $750.1M▼ -21%
Client mix
| Individuals Other | 463 |
| Individuals High Net Worth | 63 |
| Corporations | 22 |
| Investment Companies | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 5 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
6 advisors → 4 advisors▼ -33%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
7501 WISCONSIN AVENUESUITE 750WBETHESDA, MD 20814-6519
Business
7501 WISCONSIN AVENUESUITE 750WBETHESDA, MD 20814-6519
Edgar Recent Filings
13F-HR2026-05-01 · 0001193125-26-200972
13F-HR2026-01-28 · 0001193125-26-027064