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TOLIS ADVISORS, LP

NEW YORK, NY · CRD 163345 · IAPD ↗ · 646-863-6120

$219.6MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — TOLIS ADVISORS, LP reported RAUM down 43% ($387.3M -> $219.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.