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RIA · CRD 153092SEC-Registered

Updated:

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...

Overview

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

RIA

Sector focus

Real EstatePrivate CreditHedge Funds

Frequently asked questions

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.

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