Co-Chief Investment Officer & Portfolio Manager, Limited Partner · Tolis Advisors, LP
Spencer H. Parker
CRD 4211110 · Named on Form ADV at one SEC-registered adviser
At a glance
Tolis Advisors, LP, an SEC-registered private fund adviser based in New York, NY with $220 million in regulatory assets, lists Spencer H. Parker on its Form ADV as Co-Chief Investment Officer & Portfolio Manager, Limited Partner, a control person.
Firms and roles
- Tolis Advisors, LPCo-Chief Investment Officer & Portfolio Manager, Limited PartnerPrivate fund adviser · New York, NY · $220M in regulatory assets
AtlasMembers
Spencer’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Eric D. BanksCo-Cio, Portfolio Manager and Managing Member of Tolis Advisors Gp,llc, Limited Partner, Tolis Advisors, LP
- Salvatore L. PuliaficoChief Operating Officer/chief Financial Officer/chief Compliance Officer, Limited Partner, Tolis Advisors, LP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Spencer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.