DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Torrayresolute, LLC

Former SEC-registered adviserLeawood, KansasCRD 173090SEC 801-80376IAPD
Latest filing Mar 23, 2016
First filing on the tape Sep 17, 2014 · 5 filings
RAUM
$33.1M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$33.1M as of Mar 23, 2016
Feb 4, 2015$7.0M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 23, 2016
Feb 4, 20154 then
Employees (5.A)8 as of Mar 23, 2016
Feb 4, 20156 then
Private funds: no history
RAUM +373% over the last fiscal yearIARs 4 to 0
Practice profile
derived from the filing of Mar 23, 2016; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$1.1MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+373%derivedbetween the last two annual amendments
Advisor growth, one year
-100%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for investment companiesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
29reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Christopher Martin Bicknell · Chief Executive Officercontrol
        since 10/2014 · owns less than 5%
      • Jenelle Pleviak Anne Dorian · Chief Compliance Officercontrol
        since 09/2014 · owns less than 5%
      • Chase Nicholas Haffenreffer · President And Chief Investment Officercontrol
        since 10/2014 · owns less than 5%
      • Paul Gary Henson · Managing Directorcontrol
        since 10/2014 · owns less than 5%
      • Christopher Martin Bicknell · Elected Managercontrol
        since 07/2007 · owns F of Bicknell Family Holding Company, LLC
      • M William Lane · Shareholdercontrol
        since 12/1990 · owns 25% to 50% of Torray Corp
      • Elliott Robert Torray · Shareholdercontrol
        since 12/1990 · owns 50% to 75% of Torray Corp
      Entity owners
      • Montage Investments, LLC · Managing Member
        direct · owns 50% to 75%
      • Torray LLC · Member
        direct · owns 25% to 50%
      • Bicknell Family Holding Company, LLC · Manager
        indirect · owns 75% or more of Mariner Holdings, LLC
      • Mariner Holdings, LLC · Managing Member
        indirect · owns 75% or more of Montage Investments, LLC
      • Torray Corp · Member
        indirect · owns 50% to 75% of Torray LLC
      Related persons
      Schedule D 7.A
      Advisers that list Torrayresolute, LLC as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • Bethesda, MD
      What changed
      consecutive filings, newest first
      • Accounts · 9 to 29
        Feb 4, 2015 to Mar 23, 2016
      • Advisory employees · 4 to 5
        Feb 4, 2015 to Mar 23, 2016
      • Employees · 6 to 8
        Feb 4, 2015 to Mar 23, 2016
      • State-registered IARs · 4 to 0
        Feb 4, 2015 to Mar 23, 2016
      • Discretionary RAUM · $7.0M to $33.1M
        Feb 4, 2015 to Mar 23, 2016
      • RAUM · $7.0M to $33.1M
        Feb 4, 2015 to Mar 23, 2016
      • Accounts · 0 to 9
        Oct 16, 2014 to Feb 4, 2015
      • Advisory activities · 1 to 2
        Oct 16, 2014 to Feb 4, 2015
      • Employees · 4 to 6
        Oct 16, 2014 to Feb 4, 2015
      • Insurance-licensed employees · 3 to 4
        Oct 16, 2014 to Feb 4, 2015
      • State-registered IARs · 3 to 4
        Oct 16, 2014 to Feb 4, 2015
      • Discretionary RAUM · $0 to $7.0M
        Oct 16, 2014 to Feb 4, 2015
      • RAUM · $0 to $7.0M
        Oct 16, 2014 to Feb 4, 2015
      • Business name · MONTORRAY, LLC to TORRAYRESOLUTE, LLC
        Oct 13, 2014 to Oct 16, 2014
      • Legal name · MONTORRAY, LLC to TORRAYRESOLUTE, LLC
        Oct 13, 2014 to Oct 16, 2014
      • Advisory employees · 0 to 4
        Sep 17, 2014 to Oct 13, 2014
      • Employees · 0 to 4
        Sep 17, 2014 to Oct 13, 2014
      • Insurance-licensed employees · 0 to 3
        Sep 17, 2014 to Oct 13, 2014
      • State-registered IARs · 0 to 3
        Sep 17, 2014 to Oct 13, 2014
      Signals
      1 dated events
      • Montorray, Llc filed its initial SEC registration (Form ADV)
        Sep 17, 2014 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026