TOLA CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SEATTLE, Washington
CRD number
173304
Registered since
August 20, 2015

Firm profile

FINTRX

Overview

Tola Capital Management, LLC is an SEC-registered investment manager (registered in 2015) organized as a limited liability company under individual ownership. The firm functions primarily as sponsor and general partner/managing member of pooled investment vehicles, running investment vehicles rather than operating as a third‑party capital allocator. It does not identify as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • SHEILA GULATI

    Managing DirectorCRD 2909359

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
520 E Denny Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth