Talson Capital Management L.P.

RIASEC RegisteredEst. 2013
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$29.5M
Accounts
36
Employees
8
Advisory reps
2

Firm details

Headquarters
Stamford, Connecticut
CRD number
150787
Registered since
January 24, 2013
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles96.45%
  • HNWI3.15%
  • Corporations / Businesses0.4%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Talson Capital Management L.P. is a limited partnership and SEC-registered adviser (since 2013) that operates as a hybrid manager: part hedge fund sponsor/manager and part independent RIA/capital allocator. The firm serves both individual and family clients as well as institutional investors, and offers discretionary portfolio management for individuals and pooled vehicles, plus manager selection services. Talson also functions in roles typical of pooled-vehicle sponsors — acting as sponsor, general partner, or managing member — and is identified as a CPO/CTA. Its billing mixes asset-based fees, fixed fees, and performance-based compensation. The firm does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 25%, Cash & Cash Equivalents 4%, US Government Bonds 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities25%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Douglas Colasurdo

    Douglas Colasurdo

    COO & CFOCRD 6619451

Contacts

1 of 1
  • Dominic Napolitano

    Dominic Napolitano

    Founder and Managing MemberCRD 1854821

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
1266 E Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth