Tran Capital Management Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 2017

Year Founded

  • Professionals
  • 3

Professionals

  • AUM

Tran Capital Management General Information

Description

Tran Capital Management is an investment advisor based in San Rafael, California. Established in 2017, the firm provides portfolio management to individuals for taxable and retirement accounts, and to corporate, union pension plans, charitable foundations, and academic endowments through separately managed accounts. The assets are managed by the executive management team. The firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.trancapital.com
Formerly Known As
Lateef Investment Management, Lateef Management Associates
Year Founded
2017
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Co-Founder, Co-Owner and President
Email
ew
Phone
+1 (415)
Corporate Office
  • 1000 4th Street
  • Suite 800
  • San Rafael, CA 94901
  • United States
+1 (415)

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Tran Capital Management Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Tran Capital Management Investment Allocations

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Tran Capital Management FAQs

  • When was Tran Capital Management founded?

    Tran Capital Management was founded in 2017.

  • Where is Tran Capital Management headquartered?

    Tran Capital Management is headquartered in San Rafael, CA.

  • How many Assets Under Management (AUM) does Tran Capital Management have?

    Tran Capital Management has in assets under management.

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