TRAN CAPITAL MANAGEMENT, L.P.
CRD #107049 SEC #801-9747 SAN RAFAEL, CA 415-461-3800
SEC Registered
Total AUM
$958.7M
Discretionary
$933.4M
Employees
7
Clients
--
Accounts
329
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $958.7M | $933.4M | $25.3M | 7 | 0 |
| Mar 2025 | $958.7M | $933.4M | $25.3M | 7 | 0 |
| Feb 2024 | $944.5M | $898.8M | $45.7M | 7 | 0 |
| Mar 2023 | $868.4M | $822.2M | $46.2M | 8 | 0 |
| Jun 2022 | $1.4B | $1.3B | $93.9M | 8 | 0 |
| Mar 2022 | $1.4B | $1.3B | $93.9M | 8 | 0 |
| Jun 2021 | $1.2B | $1.1B | $59.9M | 11 | 0 |
| Apr 2021 | $1.2B | $1.1B | $59.9M | 11 | 0 |
| Feb 2021 | $1.2B | $1.1B | $59.9M | 11 | 0 |
| Jun 2020 | $947.5M | $899.4M | $48.1M | 11 | 364 |
| Apr 2020 | $960.4M | $912.3M | $48.1M | 12 | 364 |
| Mar 2020 | $960.4M | $912.3M | $48.1M | 12 | 364 |
| Apr 2019 | $886.8M | $849.2M | $37.6M | 9 | 360 |
| Mar 2019 | $767.3M | $633.5M | $133.7M | 9 | 475 |
| Sep 2018 | $1.1B | $823.1M | $235.5M | 13 | 367 |
| May 2018 | $1.1B | $823.1M | $235.5M | 13 | 367 |
| Mar 2018 | $1.1B | $823.1M | $235.5M | 13 | 367 |
| Jun 2017 | $1.9B | $1.5B | $378.7M | 15 | 630 |
| Jun 2017 | $1.9B | $1.5B | $378.7M | 15 | 630 |
| Mar 2017 | $1.9B | $1.5B | $378.7M | 15 | 630 |
| Jan 2017 | $3.9B | $3.7B | $171.4M | 26 | 1,400 |
| Mar 2016 | $3.9B | $3.7B | $171.4M | 26 | 1,400 |
| Mar 2016 | $3.9B | $3.7B | $171.4M | 26 | 1,400 |
| Sep 2015 | $5.3B | $5.3B | $0 | 31 | 2,000 |
| Sep 2015 | $5.3B | $5.3B | $0 | 31 | 2,000 |
| Mar 2015 | $5.3B | $5.3B | $0 | 31 | 2,000 |
| Mar 2014 | $6B | $6B | $4.4M | 28 | 2,200 |
| Mar 2013 | $4.4B | $4.4B | $0 | 25 | 2,100 |
| Mar 2012 | $3.8B | $3.8B | $0 | 11 | 2,100 |
| Mar 2011 | $3.6B | $3.6B | $0 | -- | -- |
| Dec 2010 | $3.2B | $3.2B | $0 | -- | -- |
| Feb 2007 | $3.6B | $3.6B | $0 | -- | -- |
| Dec 2006 | $336.2M | $336.2M | $0 | -- | -- |
| Jan 2006 | $2.1B | $2.1B | $0 | -- | -- |
| Dec 2005 | $1.2B | $1.2B | $10.3M | -- | -- |
| Mar 2002 | $433.3M | $396.3M | $37M | 10 | -- |
| Aug 2001 | $433.3M | $396.3M | $37M | 10 | -- |
DateApr 2025
Total AUM$958.7M
Discretionary$933.4M
Non-Disc.$25.3M
Employees7
Clients0
DateMar 2025
Total AUM$958.7M
Discretionary$933.4M
Non-Disc.$25.3M
Employees7
Clients0
DateFeb 2024
Total AUM$944.5M
Discretionary$898.8M
Non-Disc.$45.7M
Employees7
Clients0
DateMar 2023
Total AUM$868.4M
Discretionary$822.2M
Non-Disc.$46.2M
Employees8
Clients0
DateJun 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$93.9M
Employees8
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$93.9M
Employees8
Clients0
DateJun 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$59.9M
Employees11
Clients0
DateApr 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$59.9M
Employees11
Clients0
DateFeb 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$59.9M
Employees11
Clients0
DateJun 2020
Total AUM$947.5M
Discretionary$899.4M
Non-Disc.$48.1M
Employees11
Clients364
DateApr 2020
Total AUM$960.4M
Discretionary$912.3M
Non-Disc.$48.1M
Employees12
Clients364
DateMar 2020
Total AUM$960.4M
Discretionary$912.3M
Non-Disc.$48.1M
Employees12
Clients364
DateApr 2019
Total AUM$886.8M
Discretionary$849.2M
Non-Disc.$37.6M
Employees9
Clients360
DateMar 2019
Total AUM$767.3M
Discretionary$633.5M
Non-Disc.$133.7M
Employees9
Clients475
DateSep 2018
Total AUM$1.1B
Discretionary$823.1M
Non-Disc.$235.5M
Employees13
Clients367
DateMay 2018
Total AUM$1.1B
Discretionary$823.1M
Non-Disc.$235.5M
Employees13
Clients367
DateMar 2018
Total AUM$1.1B
Discretionary$823.1M
Non-Disc.$235.5M
Employees13
Clients367
DateJun 2017
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$378.7M
Employees15
Clients630
DateJun 2017
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$378.7M
Employees15
Clients630
DateMar 2017
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$378.7M
Employees15
Clients630
DateJan 2017
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$171.4M
Employees26
Clients1,400
DateMar 2016
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$171.4M
Employees26
Clients1,400
DateMar 2016
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$171.4M
Employees26
Clients1,400
DateSep 2015
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees31
Clients2,000
DateSep 2015
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees31
Clients2,000
DateMar 2015
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees31
Clients2,000
DateMar 2014
Total AUM$6B
Discretionary$6B
Non-Disc.$4.4M
Employees28
Clients2,200
DateMar 2013
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees25
Clients2,100
DateMar 2012
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees11
Clients2,100
DateMar 2011
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$336.2M
Discretionary$336.2M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10.3M
Employees--
Clients--
DateMar 2002
Total AUM$433.3M
Discretionary$396.3M
Non-Disc.$37M
Employees10
Clients--
DateAug 2001
Total AUM$433.3M
Discretionary$396.3M
Non-Disc.$37M
Employees10
Clients--