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
DARIEN, 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. operates as a limited partnership focused on pooled-vehicle and discretionary portfolio management with a heavy tilt toward manager-led structures. The firm serves both high-net-worth individuals and institutions and functions as a capital allocator—sponsoring and managing pooled investment vehicles while also selecting external advisers. Its advisory footprint includes management of portfolios for individuals and small businesses, oversight of pooled investment vehicles and allocation to third-party managers. Business activities list CPO/CTA responsibilities, indicating the firm runs or advises commodity/managed-futures style vehicles in addition to hedge fund strategies. Talson uses a multi-fee approach—percentage of AUM, fixed fees and performance-based fees—which aligns with its mix of hedge fund-style funds and separately managed advisory mandates. The firm does not identify as an active ESG investor, and its structure and filings point to a preference for pooled solutions and private placements rather than direct, high-frequency trading in individual equities.

Assets & Accounts

Public Holdings

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

    COO & CFOCRD 6619451

Contacts

1 of 1
  • 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

DARIEN, CT

FAIRFIELD

Location

DARIEN, CT

Headquartered in DARIEN, 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
23 Old Kings Hwy S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth