Taula Capital Management (US) LLC

RIASEC RegisteredEst. 2024

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 a limited liability company registered with the SEC in 2024 and operates as an institutional registered investment adviser. The firm’s ownership structure includes both a foreign entity and an individual. Taula focuses on institutional clients and provides portfolio management for pooled investment vehicles as well as portfolio management for businesses and institutions. It is also registered as a CPO/CTA, and its fee arrangements include performance-based fees alongside other fee types. The firm is not identified as an active ESG investor and is not characterized as a multi-state or related adviser.