TRAN Capital Management, L.P.
SEC RegisteredHigh Quality Concentrated Growth Investing
About the firm
Tran Capital Management (TCM) is an analytically driven, concentrated growth equity manager founded in 2017 with the buyout by partners Quoc Tran and Eric Winterhalter of a predecessor company. The firm follows an investment philosophy rooted in the belief that earnings growth ultimately drives stock valuations as compounding occurs over time. TCM manages concentrated portfolios of high-conviction investment ideas across the capitalization spectrum, selecting companies for long-term growth potential, enterprise quality, reasonable valuations, and durability of business franchises.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
TCM offers concentrated growth equity strategies including the TCM Partners Strategy (most concentrated), the TCM Multi-Cap Growth Equity Strategy (flagship strategy investing in high-quality companies that compound earnings and cash flow over the long term), and the Cromwell Tran Sustainable Focus Fund (a mutual fund delivering concentrated growth equity investing).
Who they serve
A select group of clients for whom the firm seeks to generate exceptional returns, with a commitment to capacity constraints.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 215 | $203M |
| High Net Worth Individuals | 78 | $343M |
| Charitable Organizations | 4 | $13M |
| State/Municipal Entities | 17 | — |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10mm (Dual Contract SMA) | 1.00% |
| Over $10mm (Dual Contract SMA) | 0.50% |
| All assets (Wrap - Multi-Cap Growth Equity) | 0.50% |
Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRAN Capital Management, L.P. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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