TAULA CAPITAL MANAGEMENT (UK) LLP

RIASEC RegisteredEst. 2024
Total AUM
$205B
Discretionary
$205B
100% of AUM
Avg account
$51.2B
Accounts
4
Employees
57
Advisory reps
7

Firm details

Headquarters
ST HELIER,
CRD number
329863
Registered since
March 7, 2024
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Taula Capital Management (UK) LLP operates as a limited liability partnership and is registered with the SEC as of 2024. The firm primarily serves institutional clients and focuses on portfolio management for pooled investment vehicles and businesses or institutions. Its investment strategy is characterized by performance-based fees, indicating a results-oriented approach to client engagement. The firm does not actively engage in ESG investing and is classified as unclassified in terms of its business activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • DIEGO ZUNZARREN

    Chief Investment OfficerCRD 7861299

  • NORBERT AUL

    Global Chief Operating OfficerCRD 7861373

  • ANTONY BEAL

    Chief Compliance OfficerCRD 7861301

Contacts

3 of 4
  • Joshua Blakey

    PartnerCRD 8065752

  • Esther Wong

    Head of FinanceCRD 8065732

  • JAMES STEVENS

    General CounselCRD 6024575

Unlock 1 more contacts

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

ST HELIER, null

Location

ST HELIER, null

Headquartered in ST HELIER, null.

Address
47 Esplanade
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth