Torrayresolute, LLC (Leawood)

Name: Torrayresolute, LLC
Address: 11300 Tomahawk Creek Parkway, Leawood, KS, 66211
Telephone: 913-428-3700

Torrayresolute, LLC is an investment adviser to an investment company based in Leawood. It manages $33.08 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Kansas, Maryland, and North Carolina.

Torrayresolute provides portfolio management for individuals and small businesses and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Torrayresolute: assets under management

The assets under management (AUM) of Torrayresolute, LLC is $33.08 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 373% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $33.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.14 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Torrayresolute, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Torrayresolute, LLC

Torray Llc joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anne Jenelle Pleviak Dorian	Chief compliance officer	1 Sep 2014	Other	5736231
Llc Montage Investments	Managing member	1 Sep 2014	50% - 75%	152607
Anne Jenelle Pleviak	Chief compliance officer	1 Sep 2014	Other	5736231
Torray Llc	Member	1 Oct 2014	25% - 50%	105818
Nicholas Chase Haffenreffer	President and chief investment officer	1 Oct 2014	Other	2854277
Gary Paul Henson	Managing director	1 Oct 2014	Other	2130871
Martin Christopher Bicknell	Chief executive officer	1 Oct 2014	Other	2007121

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Elliott Torray	Shareholder	1 Dec 1990	50% - 75%	4325898
William M Lane	Shareholder	1 Dec 1990	25% - 50%	2098948
Torray Corp	Member	1 Sep 2005	50% - 75%	105817
Martin Christopher Bicknell	Elected manager	1 Jul 2007	Other	2007121
Llc Bicknell Family Holding Company	Manager	1 Apr 2008	75% - 100%	26-0534255
Bicknell Family Management Company Trust	Managing member	1 Jun 2009	Other	20-7480290
Martin Christopher Bicknell	Trustee	1 Jun 2009	Other	2007121
William Allen Freeman	Trustee	1 Jun 2009	Other	5682255
Llc Mariner Holdings	Managing member	1 Jan 2010	75% - 100%	26-2766689
Llc Bicknell Family Holding Company	Managing member	1 Jan 2010	75% - 100%	26-0534255

Based in Leawood

The principal office where Torrayresolute, LLC performs its advisory services is located at 11300 Tomahawk Creek Parkway, Leawood, KS 66211 The mailing address of the firm is 4200 West 115 Th Street, Leawood, KS 66211. An additional office of the firm is in Bethesda, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-428-3700 or by fax 913-647-9725. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at torrayresolute.com.