TAULA CAPITAL MANAGEMENT (US) LLC
Latest filing: Mar 28, 2025 (71 days ago)
AUM
$160,373,931,000
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
16
78% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
ST HELIER,
47 ESPLANADE, ST HELIER, , JERSEY, JE1 0BD
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $160.4 |
| Non-Discretionary | $0.0 |
| Total | $160.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $160.4 |
| Institutional | $0.0 |
| Total | $160.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TAULA CAPITAL MANAGEMENT (UK) LLP | $160.4 | 329863 | |
| TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED | $160.4 | 330068 | |
| TAULA CAPITAL MANAGEMENT (DIFC) LTD | $0.0 | 329853 | |
| TAULA CAPITAL MANAGEMENT (ITALY) SRL | $0.0 | 329854 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| ZUNZARREN, DIEGO, MEGIA | CHIEF INVESTMENT OFFICER, DIRECT OWNER |
| BEAL, ANTONY, HASSAN | CHIEF COMPLIANCE OFFICER |
| HANCOCK, CHRISTOPHER, ALLAN | HEAD OF INVESTOR RELATIONS |
| AUL, NORBERT, STEFAN | GLOBAL CHIEF OPERATING OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $160.4 | $0.0 | 0% | 16 | 0 | 0% |
| 2025-04-21 | $160.4 | $0.0 | 0% | 16 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 9 | 7 | 78% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV