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Toro Investment Partners, LP (San Francisco)


Toro Investment Partners, LP is a mid-sized advisory firm based in San Francisco. It manages $87.9 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

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Toro Investment Partners provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Toro Investment Partners: assets under management

The assets under management (AUM) of Toro Investment Partners, LP is $87.9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $87.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.98 million each.
Toro Investment Partners has custody of $87.9 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Toro Investment Partners, LP for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
John Joseph Fisher Trustee 1 Sep 1996 Other 1859697

Based in San Francisco

The principal office where Toro Investment Partners, LP performs its advisory services is located at One Maritime Plaza, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-733-9749 or by fax 415-625-9894. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at toroip.com.


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