TOLIDA ENTERPRISES, LLC

Overview

Tolida Enterprises, LLC is organized as a limited liability company with an individual owner and operates as an unclassified registered adviser. Its stated advisory activities focus on portfolio management for individuals and small businesses and producing written periodic content. The firm reports multiple billing approaches — percentage of assets under management, hourly charges and fixed fees — which indicates flexibility in client engagement models ranging from ongoing discretionary relationships to project-based or advisory-only arrangements. Tolida reports that it is not an active ESG investor and is not registered as a multi-state adviser. The firm’s profile lists alternative allocations across several private-market categories and maintains use of common retail vehicles such as mutual funds and annuities. There is no indication in the available data that the firm currently serves a substantial client base or operates as a capital allocator to external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices