Private EquityRIA · CRD 319761SEC-RegisteredPrivate Fund Adviser

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TOR Wealth Advisors

TOR Wealth Advisors is an SEC-registered investment adviser in Folsom, CA. The firm manages approximately $81 million in regulatory assets. It has 4 employees...

TOR Wealth Advisors

TOR Wealth Advisors is an SEC-registered investment adviser in Folsom, CA. The firm manages approximately $81 million in regulatory assets. It has 4 employees and 1 investment adviser.

General information

Firm type

Private Equity

Year founded

2021

Location

Region

North America

Country

United States

City

Folsom

Corporate office

Folsom, CA, United States

Sector focus

Venture (General)

Frequently asked questions

How does TOR Wealth Advisors select the venture funds it invests in?

The firm selects venture and private equity managers with generalist mandates, evaluating their historical performance, partnership stability, and capacity constraints. As a fund-of-funds manager, TOR prioritizes access to oversubscribed funds that individual allocators could not enter directly. The specific diligence criteria are not disclosed in public materials.

Does TOR Wealth Advisors make direct investments in companies or only fund commitments?

Available public record indicates TOR operates solely as a fund-of-funds manager, committing capital to underlying venture and private equity partnerships rather than making direct company investments. No direct co-investment vehicles or direct-deal track record has been disclosed.

What is the minimum investment to access TOR's fund-of-funds strategy?

TOR does not publicly disclose minimum commitment sizes. Fund-of-funds vehicles in the private equity market typically require commitments ranging from $250,000 to several million dollars, depending on the vehicle structure and underlying manager requirements. Prospective investors should contact the firm directly.

How is TOR Wealth Advisors compensated?

As a private equity fund-of-funds manager, TOR likely charges a management fee on committed capital plus a performance allocation on returns exceeding a specified hurdle rate. The fee structure adds a second layer of expenses on top of the fees charged by the underlying venture funds. Exact terms are not publicly disclosed.

What investment stages does TOR typically target through its underlying funds?

TOR's strategy concentrates on venture generalist managers who invest across seed, early-stage, and growth-stage companies. The explicit stage weights across the portfolio are not publicly disclosed, consistent with the firm's low-profile posture and the varied strategies of its underlying managers.

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