TAULA CAPITAL MANAGEMENT (US) LLC
Adviser information for TAULA CAPITAL MANAGEMENT (US) LLC last updated from Form ADV on February 6th, 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 | 9 |
|---|---|
| Investment Advisory/Research | 7 |
| 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 | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
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 | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | Performance-based feesPASS THROUGH EXPENSES |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-129642 |
|---|---|
| SEC ERA File Number | 801-129642 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 329865 |
| Legal Entity Identifier | 894500C6NZQHR8N6NP32 |
Principal Office
47 ESPLANADEST HELIER
Jersey
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 44-20-4570-2067, Fax: None
Chief Compliance Officer
TONY BEAL
16 BERKELEY STREET
LONDON
United Kingdom
Tel:
44 20 4570 2067
T********@***************M
(Full email address available in API data)
Industry Affiliates
| TAULA CAPITAL MANAGEMENT (DIFC) LTD | Other investment adviser, including financial planners |
| TAULA CAPITAL MANAGEMENT (ITALY) SRL | Other investment adviser, including financial planners |
| TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| TAULA CAPITAL MANAGEMENT (UK) LLP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TAULA CAPITAL HOLDINGS LIMITED | Foreign Entity | – | DIRECT OWNER | 10/2023 | > 75% |
| ZUNZARREN, DIEGO, MEGIA | Individual | – | CHIEF INVESTMENT OFFICER | 11/2023 | < 5% |
| BEAL, ANTONY, HASSAN | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2023 | < 5% |
| TAULA CAPITAL INTERNATIONAL LIMITED | Foreign Entity | TAULA CAPITAL HOLDINGS LIMITED | DIRECT OWNER | 10/2023 | > 75% |
| ZUNZARREN, DIEGO, MEGIA | Individual | TAULA CAPITAL INTERNATIONAL LIMITED | DIRECT OWNER | 12/2023 | > 75% |
| HANCOCK, CHRISTOPHER, ALLAN | Individual | – | HEAD OF INVESTOR RELATIONS | 11/2023 | < 5% |
| AUL, NORBERT, STEFAN | Individual | – | GLOBAL CHIEF OPERATING OFFICER | 11/2023 | < 5% |