Single Family OfficeRIA · CRD 131185SEC-Registered

Updated:

PHINGERS AND TOZE INVESTMENTS

PHINGERS AND TOZE INVESTMENTS is a single-family office with no public investment track record, known principals, or disclosed AUM.

PHINGERS AND TOZE INVESTMENTS

PHINGERS AND TOZE INVESTMENTS, LLC is an SEC-registered investment adviser. The firm manages approximately $71 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at PHINGERS AND TOZE INVESTMENTS?

No principals or investment decision-makers have been publicly identified for PHINGERS AND TOZE INVESTMENTS. The firm has not disclosed a CEO, CIO, or managing director through any regulatory filing, media profile, or professional networking platform. As a single-family office, decision-making likely rests with the family or a named trustee, though no such name is available in the public record.

Is PHINGERS AND TOZE INVESTMENTS structured as a single-family office or does it manage outside capital?

The entity's registration and name are consistent with a single-family office structure, and there is no evidence it accepts or manages outside capital. It has not registered as an investment adviser or marketed any pooled vehicles publicly. Without contrary disclosure, it is classified as a single-family office.

Does PHINGERS AND TOZE INVESTMENTS participate in fund commitments or only direct deals?

The firm's investment approach—whether direct, fund commitments, co-investments, or a hybrid—has not been disclosed. No public record of a closed transaction, LP commitment, or co-investment exists to establish a pattern of either direct or fund-level deployment. Allocators would need a direct relationship with the firm to learn its operational model.

Where does the underlying wealth come from?

The wealth origin of PHINGERS AND TOZE INVESTMENTS has not been publicly disclosed. No founding entrepreneur, corporate exit, inheritance, or operating business has been associated with the office. In the absence of named principals or a disclosed history, the source of capital remains private.

Does PHINGERS AND TOZE INVESTMENTS maintain philanthropic structures?

No associated philanthropic foundation, donor-advised fund, or charitable giving program has been identified in the public record for PHINGERS AND TOZE INVESTMENTS. It is not listed as a funder or donor in publicly searchable foundation databases, and no mission statement or giving focus has been published.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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