Tolsma Investments, LLC
● SEC registered since 2020CRD 287941SEC# 801-119037
Reg. AUM
$552.7M
Employees
1
Accounts
1,186
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 $552.7 million in regulatory assets under management and employs 1 people.
Tolsma Investments, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Tiede Tolsma Control | Founder/Managing Director/Chief Compliance Officer/Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Tolsma Investments, LLC manage?
Tolsma Investments, LLC reports $552.7 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 |
| Fax | N/A |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$552.7M▲ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$552.7Mregulatory AUM
Discretionary $26.9MNon-discretionary $525.9M