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Tolsma Investments, LLC

● SEC registered since 2020CRD 287941SEC# 801-119037
Export (members)
Reg. AUM
$410.9M
Employees
1
Accounts
948
Location

Tolsma Investments, LLC assets under management

Tolsma Investments, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2020. It reports $410.9 million in regulatory assets under management and employs 1 people.

Tolsma Investments, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey Tiede Tolsma ControlFounder/Managing Director/Chief Compliance Officer/Managing MemberOver 75%2017

Frequently asked questions

How much does Tolsma Investments, LLC manage?

Tolsma Investments, LLC reports $410.9 million in regulatory assets under management on its Form ADV.

How many employees does Tolsma Investments, LLC have?

Tolsma Investments, LLC reports 1 employees.

Does Tolsma Investments, LLC disclose fund performance?

Tolsma Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(425) 458-3999
FaxN/A
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$33.2M
Non-discretionary$377.8M
Total (RAUM)$410.9M