Taula Capital Management (US) LLC

RIASEC Registered

Total AUM

$211B

Discretionary

$211B

100% of AUM

Avg account

$35.2B

Accounts

Employees

Advisory reps

Firm details

Headquarters: St Helier,
CRD number: 329865
Registered since: March 7, 2024
Fee structure: Performance Based Fees, Other
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Taula Capital Management (US) LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves institutional clients and operates in roles that include commodity pool operator/commodity trading adviser (CPO/CTA) activity and sponsorship or management of pooled investment vehicles. Its advisory work encompasses portfolio management for pooled vehicles as well as for businesses and other institutions. Ownership is a mix of a foreign entity and an individual, and the firm reports charging performance-based fees in addition to other fee arrangements. Taula does not identify as an ESG investor and is not described as a multi-state adviser or pension consultant.