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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-16-1974
- Office Locations
- 1
Office Locations
About Tran Capital Management, L.p.
Tran Capital Management is a concentrated growth equity manager running high-conviction portfolios of long-term compounders selected for enterprise quality, durable franchises, and reasonable valuations. The firm offers the TCM Partners and Multi-Cap Growth equity strategies and the Tran Capital Focused Fund, delivering its concentrated style in a mutual fund. Serves retail and institutional clients; custody relationships include Schwab and Fidelity.
Team overview
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Custodian
Investment Themes
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Technology
Owner & Executives
MICHAEL IM
Director Of Research, PARTNER, Vice President
- CRD
- --
- Ownership
- Less than 5%
QUOC KINH TRAN
Chairman, Chief Investment Officer, Managing Partner, Vice President
- CRD
- #2808598
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $873,799,859 | $2,655,927 |
| Non-Discretionary | $16,494,526 | $868,133 |
| Total | $890,294,385 | $2,558,317 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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