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$5.2M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-14-2013
- Office Locations
- 1
Office Locations
-- Austin TX
About Trane Capital, LLC
Trane Capital, LLC is a Austin-based RIA. The firm has been operating for 13 years. Managing $5.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
35 AVG AGE
$5.2M AVG AUM / ADVISOR
$518.3K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LANZI W BUTLER
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5539062
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,183,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,183,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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