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TORONADO PARTNERS LLC

SAN FRANCISCO, CA · CRD 283612 · IAPD ↗ · 415-969-8681

$253.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
September 2024 — TORONADO PARTNERS LLC shrank from 5 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
33
April 2024 — TORONADO PARTNERS LLC reported RAUM down 37% ($603.6M -> $378.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.