Tula Investment Group LLC

Overview

Tula Investment Group LLC operates as a small, equity-focused registered investment adviser serving individuals and families. The firm’s core offering is discretionary portfolio management for individual and small-business clients, and it charges both a percentage-of-AUM fee and performance-based fees on certain engagements. Investment activity is concentrated in exchange‑traded equities — the firm favors public-market equity exposure as the primary return engine and typically manages separate account strategies rather than institutional pension mandates. Tula Investment Group is not positioned as an ESG-driven manager, does not act as a capital allocator, and reports a single-office, single-state operating footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices