TOLIS ADVISORS, LP

RIASEC RegisteredEst. 2014
Total AUM
$220M
Discretionary
$220M
100% of AUM
Avg account
$54.9M
Accounts
4
Employees
5
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
163345
Registered since
October 9, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tolis Advisors, LP operates as a limited partnership structured as a hedge fund manager focused on institutional investors and pooled investment vehicles. The firm acts in both CPO/CTA capacities and as portfolio manager for a hedge fund, charging a combination of percentage-of-assets and performance-based fees. That positioning signals an investment approach built around active, manager-driven strategies rather than passive beta capture. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. It is not described as a capital allocator to external managers; instead, the business centers on managing its own pooled vehicle(s). Given the CPO/CTA designation, trading of futures, swaps or other derivative instruments and systematic or discretionary commodity/managed futures strategies are plausible parts of the toolkit, alongside traditional hedge fund techniques.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • SPENCER PARKER

    CIO, Partner, Portfolio ManagerCRD 4211110

Contacts

2 of 2
  • SALVATORE PULIAFICO

    PartnerCRD 2250356

  • ERIC BANKS

    FounderCRD 3214294

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
30 E 23rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth