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Tollefson and Company Investment Management
TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser in WASHINGTON, DC, registered since 2021. The firm manages...
Tollefson and Company Investment Management
TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser in WASHINGTON, DC, registered since 2021. The firm manages approximately $114 million in assets. It has 3 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Sector focus
Frequently asked questions
Who are the key principals at Tollefson and Company Investment Management?
The firm does not publicly identify its investment team or executives. Its registration as a family office RIA means the only named individual in SEC filings is likely the CEO or CCO (per Form ADV). No principals are reported in public databases or media.
Is Tollefson and Company structured as a single or multi-family office?
Based on its SEC registration as an exempt reporting adviser with no external clients, it operates as a single-family office. The firm does not solicit outside capital (per recent ADV filing).
What asset classes does Tollefson and Company typically invest in?
While not publicly disclosed, the firm's RIA registration suggests a diversified portfolio that may include equities, fixed income, private credit, real estate, and hedge fund investments. No specific holdings or allocations are publicly available.
Does Tollefson and Company participate in direct investment deals or fund commitments?
There is no public record of co-investments, direct deals, or fund positions made by the firm. Its investment activity is not reported in industry databases or news sources.
How can allocators or GPs engage with Tollefson and Company?
Because the firm is classified as a single-family office and does not accept external capital, it is generally not a target for GP fundraising or institutional co-investment. Contacting the firm directly via SEC-filed address is the sole channel.
Profile maintained by Altss 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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