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. is a limited partnership that operates as a hybrid hedge-fund manager and registered investment adviser. It positions itself as a capital allocator for both individual/family clients and institutional investors, offering direct portfolio management for individuals and small businesses as well as management of pooled investment vehicles. The firm also acts in sponsor and general partner roles and conducts commodity pool/commodity trading advisory activities. Its fee mix includes percentage-of-AUM charges, fixed fees and performance-based fees. Talson does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

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