Torray Robert E & Co Inc (Bethesda)

Name: Torray Robert E & Co Inc
Address: 7501 Wisconsin Avenue, Bethesda, MD, 20814 6523
Telephone: 301-493-4600

Torray Robert E & Co Inc is a large advisory firm based in Bethesda. It manages $6.29 billion of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Georgia, and Maryland.

Torray Robert E & provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Torray Robert E &: assets under management

The assets under management (AUM) of Torray Robert E & Co Inc is $6.29 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.29 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $165.61 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Torray Robert E & Co Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Torray Robert E & Co Inc

Douglas Carlton Eby has been acting as President since 1 Apr 1992. Robert Elliott Torray joined the executive team most recently as the Founder, Vice Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Elliott Torray	Chairman of the board	1 May 1972	50% - 75%	4325898
William Lane	Exec.v.p.,sec.,treasurer	1 Jul 1982	Other	2098948
William M Lane	Exec.v.p.,sec.,treasurer	1 Jul 1982	Other	2098948
Douglas Carlton Eby	President	1 Apr 1992	Other	1103726
Robert Elliott Torray	Founder, vice chairman	1 Sep 2005	Other	4325898
Douglas Carlton Eby	Chairman, ceo	1 Sep 2005	Other	1103726
William M Lane	Executive vice president, chief compliance officer	1 Sep 2005	Other	2098948
Torray Robert E & Co Inc	Member	1 Sep 2005	25% - 50%	105818
Torray Corp	Member	1 Sep 2005	50% - 75%	105817
Inc. Tel Corporation	Member	1 Sep 2005	Other	129583
Sivakumaran Natarajan	Vice president	1 Sep 2005	Other	4543758
Angus Scott Lamond	Vice president	1 Sep 2005	Other	2684219
Fred M. Fialco	Vice president	1 Sep 2005	Other	5042224
Joseph S. Burkhart	Associate vice president	1 Sep 2005	Other	5042815

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Elliott Torray	Shareholder	1 Dec 1990	50% - 75%	4325898
Robert Elliott Torray	Shareholder	1 Dec 2003	25% - 50%	4325898
Douglas Carlton Eby	Shareholder	1 Dec 2003	25% - 50%	1103726

Based in Bethesda

The principal office where Torray Robert E & Co Inc performs its advisory services is located at 7501 Wisconsin Avenue, Bethesda, MD 20814 6523, which is also the mailing address of the firm. An additional office of the firm is in Wilmington, DE. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 301-493-4600 or by fax 301-530-0642. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.robertetorraycoinc.com.