TOLA CAPITAL MANAGEMENT, LLC
Adviser information for TOLA CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-106586 |
|---|---|
| SEC ERA File Number | 802-106586 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173304 |
| Legal Entity Identifier | None |
Principal Office
520 E DENNY WAYSEATTLE
WA
United States
Monday - Friday, 9AM - 5PM
Tel: 206-686-8577, Fax: 206-219-9556
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| TOLA CAPITAL GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TOLA CAPITAL GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TOLA CAPITAL GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| TOLA CAPITAL III, LLC | Venture Capital Fund | $227.2M | $0.1M | 60 |
| TOLA CAPITAL PARTNERS I, LP | Venture Capital Fund | $57.9M | $0.5M | 22 |
| TOLA CAPITAL PARTNERS II, LP | Venture Capital Fund | $45.6M | $0.1M | 27 |
| TOLA VENTURES, LP | Venture Capital Fund | $421.7M | $1.0M | 11 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GULATI, SHEILA, MAY | Individual | – | MANAGER OF TOLA CAPITAL MANAGEMENT, LLC | 05/2014 | > 75% |
| GULATI, SHEILA, MAY | Individual | – | MANAGER OF TOLA CAPITAL GP, LLC | 05/2014 | > 75% |
| GULATI, SHEILA, MAY | Individual | – | MANAGER OF TOLA CAPITAL GP II, LLC | 01/2020 | > 75% |
| GULATI, SHEILA, MAY | Individual | – | MANAGER OF TOLA CAPITAL GP III, LLC | 01/2022 | > 75% |