TOLIS ADVISORS, LP
CRD #163345 SEC #801-80400 NEW YORK, NY 646-863-6120
SEC Registered Private Funds
Total AUM
$387.3M
Discretionary
$387.3M
Employees
5
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $387.3M | $387.3M | $0 | 5 | 4 |
| Sep 2024 | $428.2M | $416.8M | $11.4M | 5 | 4 |
| Mar 2024 | $428.2M | $416.8M | $11.4M | 5 | 4 |
| Mar 2023 | $414.3M | $414.3M | $0 | 5 | 4 |
| Mar 2022 | $382.7M | $382.7M | $0 | 7 | 3 |
| Mar 2021 | $449.2M | $449.2M | $0 | 7 | 3 |
| Mar 2020 | $541.4M | $539.7M | $1.7M | 8 | 3 |
| Mar 2020 | $541.4M | $539.7M | $1.7M | 8 | 3 |
| Mar 2020 | $541.4M | $539.7M | $1.7M | 8 | 3 |
| Mar 2019 | $517.9M | $514.9M | $3M | 8 | 1 |
| Mar 2018 | $471.5M | $468.7M | $2.8M | 8 | 1 |
| Mar 2017 | $393M | $390.2M | $2.9M | 7 | 1 |
| Apr 2016 | $385.7M | $381.3M | $4.4M | 6 | 1 |
| Mar 2016 | $294.6M | $290.2M | $4.4M | 6 | 1 |
| Mar 2015 | $200.3M | $195.2M | $5.1M | 6 | 1 |
| Oct 2014 | $112.3M | $107.1M | $5.2M | 6 | 1 |
| Sep 2014 | $112.3M | $107.1M | $5.2M | 6 | 1 |
DateMar 2025
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$0
Employees5
Clients4
DateSep 2024
Total AUM$428.2M
Discretionary$416.8M
Non-Disc.$11.4M
Employees5
Clients4
DateMar 2024
Total AUM$428.2M
Discretionary$416.8M
Non-Disc.$11.4M
Employees5
Clients4
DateMar 2023
Total AUM$414.3M
Discretionary$414.3M
Non-Disc.$0
Employees5
Clients4
DateMar 2022
Total AUM$382.7M
Discretionary$382.7M
Non-Disc.$0
Employees7
Clients3
DateMar 2021
Total AUM$449.2M
Discretionary$449.2M
Non-Disc.$0
Employees7
Clients3
DateMar 2020
Total AUM$541.4M
Discretionary$539.7M
Non-Disc.$1.7M
Employees8
Clients3
DateMar 2020
Total AUM$541.4M
Discretionary$539.7M
Non-Disc.$1.7M
Employees8
Clients3
DateMar 2020
Total AUM$541.4M
Discretionary$539.7M
Non-Disc.$1.7M
Employees8
Clients3
DateMar 2019
Total AUM$517.9M
Discretionary$514.9M
Non-Disc.$3M
Employees8
Clients1
DateMar 2018
Total AUM$471.5M
Discretionary$468.7M
Non-Disc.$2.8M
Employees8
Clients1
DateMar 2017
Total AUM$393M
Discretionary$390.2M
Non-Disc.$2.9M
Employees7
Clients1
DateApr 2016
Total AUM$385.7M
Discretionary$381.3M
Non-Disc.$4.4M
Employees6
Clients1
DateMar 2016
Total AUM$294.6M
Discretionary$290.2M
Non-Disc.$4.4M
Employees6
Clients1
DateMar 2015
Total AUM$200.3M
Discretionary$195.2M
Non-Disc.$5.1M
Employees6
Clients1
DateOct 2014
Total AUM$112.3M
Discretionary$107.1M
Non-Disc.$5.2M
Employees6
Clients1
DateSep 2014
Total AUM$112.3M
Discretionary$107.1M
Non-Disc.$5.2M
Employees6
Clients1