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.

SEC-registered adviser

Torren Management, LLC

Independent wealth managerSan Diego, CaliforniaCRD 329263SEC 801-129410websiteIAPD
Latest filing Mar 26, 2026
First filing on the tape Dec 22, 2023 · 10 filings
SEC status approved since Feb 8, 2024
RAUM
$373M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
94%
$351M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$93.4M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$373M as of Mar 26, 2026
Mar 22, 2025$177M then
HNW client RAUM$351M as of Mar 26, 2026
Mar 22, 2025$177M then
State-registered IARs (5.B.3)4 as of Mar 26, 2026
Mar 22, 20253 then
Employees (5.A)5 as of Mar 26, 2026
Mar 22, 20254 then
Private funds: no history
RAUM +111% over the last fiscal yearIARs 3 to 4offices 2 to 4
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
  • UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
RAUM per advisor
$93.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$58.5MderivedHNW RAUM over HNW clients
Average account
$2.4MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
4.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
0.8derived5 offices incl. principal (1.F.5)
RAUM growth, one year
+111%derivedbetween the last two annual amendments
Advisor growth, one year
+33%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Custody
$125M, 6 clientsreportedItem 9.A
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)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$351M94%
  • Charitable organizations$14.8M4.0%
  • Corporations and businesses$7.7M2.1%
Individual clients
n/areported
HNW clients
6reported
Pension plan clients
n/areported
Charitable clients
1reported
Accounts
156reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
$125M for 6 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.94 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Darren Michael ReinigEncinitas, Ca Feb 22, 202420 y3
Ryan LawlerSan Diego, CaJun 12, 202510 y1
Lura Jae-Nicole MarrsSan Diego, Ca Jan 27, 202612 y2
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Elliot Todd Hyatt · Chief Compliance Officercontrol
    since 12/2023 · owns less than 5%
  • Michael Darren Reinig · Chief Investment Officercontrol
    since 12/2023 · owns less than 5%
  • Sue Deborah Horowitz · Trusteecontrol
    since 03/2008 · owns F of Hyatt Family Trust Dated March 22, 2008
  • Elliot Todd Hyatt · Trusteecontrol
    since 03/2008 · owns F of Hyatt Family Trust Dated March 22, 2008
  • Greene Bree O'Shea · Trusteecontrol
    since 04/2006 · owns F of Reinig O'Shea Family Trust Dated April 13, 2006
  • Michael Darren Reinig · Trusteecontrol
    since 04/2006 · owns F of Reinig O'Shea Family Trust Dated April 13, 2006
Entity owners
  • Hyatt Family Trust Dated March 22, 2008 · Co-Managing Member
    direct · owns 50% to 75%
  • Reinig O'Shea Family Trust Dated April 13, 2006 · Co-Managing Member
    direct · owns 50% to 75%
Related persons
Schedule D 7.A
  • Hyatt Law
    n
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
San Diego, Ca · principal410
Cardiff By The Sea, Ca000
Offices
Schedule D 1.F, the 25 largest
  • , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
  • RAUM up 50 %Change between filings · filing Mar 26, 2026
    RAUM (Item 5.F) moved from $176,977,731 to $373,498,620 (+111.0%) between the annual amendments of 2025-03-22 and 2026-03-26; the peer median change was +15.0% (4550 comparable advisers, 99.0th percentile of changes)
    peers: independent wealth managers, $100M to $500M (4,550) · 99% percentile
How anomalies are measured
What changed
consecutive filings, newest first
  • Accounts · 134 to 156
    Jan 29, 2026 to Mar 26, 2026
  • Advisory employees · 3 to 4
    Jan 29, 2026 to Mar 26, 2026
  • Charity clients · unset to 1.0
    Jan 29, 2026 to Mar 26, 2026
  • Corporate clients · unset to 1.0
    Jan 29, 2026 to Mar 26, 2026
  • Assets in custody · $124M to $125M
    Jan 29, 2026 to Mar 26, 2026
  • State-registered IARs · 3 to 4
    Jan 29, 2026 to Mar 26, 2026
  • Other offices · 3 to 4
    Jan 29, 2026 to Mar 26, 2026
  • Discretionary RAUM · $334M to $373M
    Jan 29, 2026 to Mar 26, 2026
  • HNW RAUM · $334M to $351M
    Jan 29, 2026 to Mar 26, 2026
  • RAUM · $334M to $373M
    Jan 29, 2026 to Mar 26, 2026
  • Accounts · 81 to 134
    Mar 22, 2025 to Aug 5, 2025
  • HNW clients · 5 to 6
    Mar 22, 2025 to Aug 5, 2025
  • Assets in custody · $2.8M to $124M
    Mar 22, 2025 to Aug 5, 2025
  • Employees · 4 to 5
    Mar 22, 2025 to Aug 5, 2025
  • Other offices · 2 to 3
    Mar 22, 2025 to Aug 5, 2025
  • Discretionary RAUM · $177M to $334M
    Mar 22, 2025 to Aug 5, 2025
  • HNW RAUM · $177M to $334M
    Mar 22, 2025 to Aug 5, 2025
  • Individual RAUM · 151800.0 to unset
    Mar 22, 2025 to Aug 5, 2025
  • RAUM · $177M to $334M
    Mar 22, 2025 to Aug 5, 2025
  • Accounts · 5 to 81
    Jun 13, 2024 to Mar 22, 2025
  • Assets in custody · unset to 2759180.0
    Jun 13, 2024 to Mar 22, 2025
  • Custody of client assets · false to true
    Jun 13, 2024 to Mar 22, 2025
  • Financial planning clients · 0 to 1-10
    Jun 13, 2024 to Mar 22, 2025
  • Other offices · 1 to 2
    Jun 13, 2024 to Mar 22, 2025
  • Discretionary RAUM · $147M to $177M
    Jun 13, 2024 to Mar 22, 2025
  • HNW RAUM · $147M to $177M
    Jun 13, 2024 to Mar 22, 2025
  • Individual RAUM · unset to 151800.0
    Jun 13, 2024 to Mar 22, 2025
  • RAUM · $147M to $177M
    Jun 13, 2024 to Mar 22, 2025
  • Accounts · 0 to 5
    Feb 27, 2024 to Jun 7, 2024
  • Advisory employees · 1 to 3
    Feb 27, 2024 to Jun 7, 2024
  • HNW clients · unset to 5.0
    Feb 27, 2024 to Jun 7, 2024
  • Employees · 1 to 4
    Feb 27, 2024 to Jun 7, 2024
  • Insurance-licensed employees · 0 to 1
    Feb 27, 2024 to Jun 7, 2024
  • State-registered IARs · 1 to 3
    Feb 27, 2024 to Jun 7, 2024
  • Discretionary RAUM · $0 to $147M
    Feb 27, 2024 to Jun 7, 2024
  • HNW RAUM · unset to 147130787.0
    Feb 27, 2024 to Jun 7, 2024
  • RAUM · $0 to $147M
    Feb 27, 2024 to Jun 7, 2024
  • HQ city · unset to SAN DIEGO
    Feb 7, 2024 to Feb 23, 2024
  • HQ state · unset to CA
    Feb 7, 2024 to Feb 23, 2024
  • Other offices · 0 to 1
    Feb 7, 2024 to Feb 23, 2024
Signals
6 dated events
  • Torren Management, Llc reported RAUM $333.6M, up 89% from $177.0M (2025-03-22 to 2025-08-05)
    Aug 5, 2025 · RAUM change · derived
  • Hailey Petry left Torren Management, Llc for Ubs Financial Services Inc. (registered 2025-07-03)
    May 12, 2025 · Advisor changed firm · fact
  • Sue Deborah Horowitz (Trustee) appeared on Schedule A of Torren Management, Llc
    Jun 7, 2024 · Control person joined · fact
  • Greene Bree O'Shea (Trustee) appeared on Schedule A of Torren Management, Llc
    Jun 7, 2024 · Control person joined · fact
  • Michael Darren Reinig (Co-Managing Member) appeared on Schedule A of Torren Management, Llc
    Feb 23, 2024 · Control person joined · fact
  • Torren Management, Llc filed its initial SEC registration (Form ADV)
    Dec 22, 2023 · 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.
How to reach
public business contact points only, each with its source
Business phone
619-649-0700reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile
linkedin.com/company/torren-managementreportedpublic record, Form ADV, Sep 18, 2026
Website
torren.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
619-649-0700reportedpublic record, Form ADV, Mar 26, 2026
Contact form
torren.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
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
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$93.4Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026