A complete list of active advisors currently associated with Trane Capital, LLC

Warmer can help you find a great advisor at Trane Capital, LLC or one who fits your needs even better.

Trane Capital LLC provides discretionary portfolio management and investment supervisory services to individuals, high‑net‑worth clients, charitable organizations, corporations and other organizations. The firm reports $4,251,000 in assets under management across a small number of client accounts and offers investment strategy, asset allocation, security selection and ongoing portfolio monitoring tailored to client goals, time horizon and risk tolerance. The firm’s investment analysis is primarily fundamental, focusing on company financials, management and industry outlook to identify intrinsic value, and clients may impose reasonable account restrictions. While Trane Capital typically charges percentage‑of‑AUM fees, it also offers performance‑based fee arrangements to qualified clients using a hurdle‑rate method (a current hurdle of 5% with the adviser receiving 25% of returns above the hurdle). Two features that distinguish Trane Capital from many independent peers are its use of performance‑based fees for qualified clients and that it manages portfolios for institutional entities such as charitable organizations and corporations. The brochure also notes operational practices that investors should be aware of: the firm does not participate in wrap fee programs, does not vote client proxies, does not provide written reports, and reports no soft‑dollar benefits or outside affiliations.

To learn more about the advisors currently working at Trane Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.