Underhill Investment Management

Call
Website

Advertisement

1000 4th St Ste 800
San Rafael, CA 94901
+1 (415) 785-3670
https://www.trancapital.com

Tran Capital Management, founded in 2017 by Quoc Tran and Eric Winterhalter, is a forward-thinking investment firm based in San Rafael, CA, that emphasizes a disciplined, analytically driven approach to equity management. With a focus on investing in growing companies that offer robust returns, the firm prioritizes sustainability and diversity, maintaining a collaborative and inclusive culture within its operations.

Dedicated to transparency and alignment of interests, Tran Capital Management carefully selects a limited number of investment opportunities across different market capitalizations to generate exceptional returns for its clients. The firm fosters a diverse workforce, with nearly 90% of its employees being women or individuals from racial or ethnic minority communities, which reflects its commitment to inclusivity and a high-functioning investment culture.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Awr Investment Management LLC

AWR Investment Management LLC, located in San Rafael, CA, is led by managing member and Chief Investment Officer Andrew Ryan. With a background that includes serving as the Chief Financial Officer for Wells Fargo's institutional division, Ryan brings extensive experience to his role as a Senior Investment Advisor with Heffernan Investment Services. The firm emphasizes personalized service, inviting clients to discuss their financial needs in person or over the phone. AWR Investment Management is dedicated to addressing client questions and providing tailored investment strategies. Generated from the website

Raub-Brock Capital Management

Raub Brock Capital Management is an independent, employee-owned investment firm based in Larkspur, CA, specializing in constructing and managing high-quality growth portfolios. Established in 1991, the firm focuses on delivering consistent above-market returns while prioritizing personalized service and fiduciary accountability for individual and institutional investors. With approximately $3.22 billion in assets under supervision, Raub Brock serves a diverse clientele, including individuals, families, trusts, retirement accounts, endowments, family offices, and foundations. The firm adheres to a time-tested investment discipline, offering both separately managed accounts and subadvisory services to enhance clients' financial lives. Generated from the website
Fidelity Investments
Business services, nec, nec, Security brokers and dealers, Investors, nec, nec

Fidelity Investments

19
"Fidelity Investments have done me right for over 15 years. Although, unlike the commercials, they don't invite me to baseball games or anything. But they have made my portfolio grow. Gustavo..."
photo of Caley G.
United States›California›San Rafael›Underhill Investment Management

Partial Data by Infogroup (c) 2025. All rights reserved.

Advertisement