Torray Investment Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$368,402,168
Clients
526
Advisors
3
across 2 offices
About
Torray Investment Partners provides discretionary portfolio management to individuals, high‑net‑worth clients, retirement plans, charitable organizations, and corporations, and serves as investment adviser to The Torray Equity Income Fund, a registered open‑end investment company. It also manages separate accounts, sub‑advised portfolios, model portfolios for UMA programs, and at times participates in broker‑sponsored wrap fee programs.
The firm follows a bottom‑up, fundamental stock‑selection process with a quality and long‑term orientation across three strategies—large cap growth, small/mid cap growth and equity income—typically implemented in concentrated portfolios of roughly 20–30 holdings with explicit risk‑control and diversification limits. Most mandates are managed on a discretionary basis, and Torray notes that performance and implementation can differ among its mutual fund, discretionary private accounts and model portfolios due to fee schedules, client restrictions and differing trading discretion.
Noteworthy for a firm of its type, Torray acts as adviser to an affiliated mutual fund and actively provides model portfolios to UMA sponsors, reporting approximately $211 million in assets under advisement for model portfolio services as of 12/31/2025—an uncommon level of investment company client work among peers. The firm discloses and distributes performance information and references third‑party ratings in its materials, is employee‑owned with no single controlling owner, and does not offer standalone financial planning, reflecting a focused emphasis on portfolio management.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.0% $5,000,001 - $25,000,000: 0.75% $25,000,001 - $200,000,000: 0.50% $200,000,001 - $300,000,000: 0.375% $300,000,001+: 0.25%
Account minimum: $250,000
Main office
See office7501 Wisconsin Avenue, Suite 750 W
Bethesda MD 20814-6523
Advisors at this office
2
Offices (2)
Most active in
Alabama · California · Connecticut · Delaware · District of Columbia · Florida · Georgia · Louisiana · Maryland · Massachusetts · Nebraska · New Hampshire · New York · North Carolina · South Carolina · South Dakota · Texas · Virginia · Washington · Wisconsin
Also doing business as
Robert E. Torray & Co · Tel Co · The Torray Co · Torray Investment Partners LLC · Torray LLC · Torray Robert E & Co Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
James B
CFA®, Series 65
Bethesda, MD
Torray Investment Partners LLC
James Bailey is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has worked at Torray Investment Partners LLC since 2010 and previously at Resolute Capital Management from 1999 to 2011. Torray Investment Partners provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm follows a bottom-up, fundamental stock-selection process focused on quality and long-term growth, managing concentrated portfolios across large cap growth, small/mid cap growth, and equity income strategies.
Brian Z
CFA®
Bethesda, MD
Torray Investment Partners LLC
Brian Zaczynski is a CFA® charterholder with seven years of industry experience. He has been with Torray Investment Partners LLC since 2016. Torray Investment Partners provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm follows a bottom-up, fundamental stock-selection process with a quality, long-term orientation implemented across large cap growth, small/mid cap growth, and equity income strategies, managing concentrated portfolios with explicit risk controls.
Jeffrey L
Series 63, Series 65
Naples, FL
Torray Investment Partners LLC
Jeffrey Lent is a financial advisor at Torray Investment Partners LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations and has been with Torray since 2010. The firm provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations, and serves as investment adviser to The Torray Equity Income Fund. Torray employs a bottom-up, fundamental stock-selection process across large cap growth, small/mid cap growth, and equity income strategies, typically managing concentrated portfolios with explicit risk controls.
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