TRAN CAPITAL MANAGEMENT, L.P.

SAN RAFAEL, California·9 registered advisors·CRD# 107049
SEC# 801-97470415-461-3800
01

Firm Overview

AUM
$945M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at TRAN CAPITAL MANAGEMENT, L.P.

9 registered advisors
Eric Arthur Winterhalter
SAN RAFAEL, California
Jennifer Leigh Lavin
GREENBRAE, California
John Richard Shepherd
GREENBRAE, California
Justus H. Leachman
GREENBRAE, California
Kathleen Van Der Wal
GREENBRAE, California
Matthew Francis Sauer
GREENBRAE, California
Michael Im
SAN RAFAEL, California
Quoc Kinh Tran
SAN RAFAEL, California
Richard Daniel Beckham
GREENBRAE, California
05

Office Locations

GREENBRAE, California
6 advisors
SAN RAFAEL, California
3 advisors

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Data sourced from SEC Form ADV filings. TRAN CAPITAL MANAGEMENT, L.P. (CRD# 107049) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.