# Tollefson and Company Investment Management

Tollefson and Company Investment Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 153092
- **SEC file number:** 801-121016
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153092

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## 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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Last updated: 2026-07-06T01:24:27.327Z

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