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James David Bailey

Investment adviser representative at Torray Investment Partners LLC
27 yearsExperience
1 stateRegistered in
CFADesignation
$750.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

27 years in the industry.

  1. Torray Investment Partners LLCOct 2014 to now
  2. Torray LLCJul 2010 to now
  3. Resolute Capital ManagementMay 1999 to now

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law1997

State registrations

Registered as an investment adviser representative in 1 state (MD).

Torray Investment Partners LLC

$750.1MAssets managed
549Clients
3Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2963249
Firm CRD
105818
Advisor's SEC record (opens in a new tab)
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