TOLIS ADVISORS, LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 163345
- Registered since
- October 9, 2014
- Website
- tolisadvisors.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1SPENCER PARKER
CIO, Partner, Portfolio ManagerCRD 4211110
Contacts
2 of 2SALVATORE PULIAFICO
PartnerCRD 2250356
ERIC BANKS
FounderCRD 3214294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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