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- Custodian
- Charles Schwab & Company · JP Morgan · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-12-1972
- Office Locations
- 2
Office Locations
About Torray Investment Partners LLC
Torray Investment Partners is an independent, 100% staff-owned boutique manager focused on concentrated U.S. equity investing. It offers large growth, small/mid-cap growth, large value, and equity income strategies, built with proprietary quantitative screens, fundamental business analysis, and an integrated risk-management process. Serves retail and institutional investors seeking long-term, risk-adjusted returns and portfolio diversification.
Team overview
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Client Personas
CRM
Investment Themes
Investment Vehicles
Services
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Owner & Executives
JAMES DAVID BAILEY
Chief Financial Officer, Director, Director Of Research, PORTFOLIO MANAGER
- CRD
- #2963249
- Ownership
- 10% but less than 25%
Janet Marie Gallagher
Director
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $735,201,324 | $1,341,608 |
| Non-Discretionary | $14,895,183 | $4,965,061 |
| Total | $750,096,507 | $1,361,337 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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