Toan Hue Tran
Chief Executive Officer at 10 West Advisors, Inc.
Profile
Mr. Toan H.
Tran is a President & Chief Compliance Officer at 10 West Advisors, Inc. and a Member at Value Investors Club.
Before founding 10 West Advisors, Mr. Tran co-founded and managed Castle Union LLC, a hedge fund focused on special situations.
He was also previously an Associate Director of Equity Research at Morningstar, Inc., where he headed a team of analysts focused on the technology sector.
He also previously covered the semiconductor and software industries as an Equity Analyst.
He has a B.A.
with honors from the University of Chicago and J.D.
from the UCLA School of Law.
Toan Hue Tran active positions
| Companies | Position | Start |
|---|---|---|
| Value Investors Club | Corporate Officer/Principal | 31/12/2009 |
10 West Advisors, Inc.
 10 West Advisors, Inc. Investment ManagersFinance 10 West Advisors, Inc. is an American company that offers an AI solution called the Knowledge Platform. The platform enables natural language chat with documents, providing instant and accurate answers. The private company was founded by Toan Hue Tran and he has been the CEO since incorporation. | Chief Executive Officer | 30/09/2017 |
Former positions of Toan Hue Tran
| Companies | Position | End |
|---|---|---|
Castle Union LLC
 Castle Union LLC Investment ManagersFinance Founded in 2012 by Toan Tran and Steve White, Castle Union LLC is a hedge fund manager located in Chicago, Illinois. The firm manages the Castle Union Partners LP and the Castle Union Partners II LP. | Founder | 30/11/2015 |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | 30/04/2012 |
Training of Toan Hue Tran
| The University of Chicago | Undergraduate Degree |
| University of California, Los Angeles | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
| Value Investors Club | |
Castle Union LLC
Castle Union LLC Investment ManagersFinance Founded in 2012 by Toan Tran and Steve White, Castle Union LLC is a hedge fund manager located in Chicago, Illinois. The firm manages the Castle Union Partners LP and the Castle Union Partners II LP. | Finance |
10 West Advisors, Inc.
10 West Advisors, Inc. Investment ManagersFinance 10 West Advisors, Inc. is an American company that offers an AI solution called the Knowledge Platform. The platform enables natural language chat with documents, providing instant and accurate answers. The private company was founded by Toan Hue Tran and he has been the CEO since incorporation. | Finance |
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