Taula Capital Management (UK) LLP

RIASEC RegisteredEst. 2024
Total AUM
$273B
Discretionary
$273B
100% of AUM
Avg account
$45.5B
Accounts
6
Employees
40
Advisory reps
6

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 is a UK-based limited liability partnership that operates as an institutional registered investment adviser and as a CPO/CTA. The firm focuses on portfolio management for pooled investment vehicles and for businesses or institutional clients, and it charges performance-based and other fee arrangements. Taula is registered with the SEC in 2024 and is identified as a foreign-owned entity with individual ownership components. The firm does not present itself as an ESG-focused manager, is not a pension consultant, and is not designated as a multi-state adviser. Taula’s business profile blends traditional advisory work with commodity/derivative activity consistent with CPO/CTA status. Its classification and industry affiliations indicate roles beyond pure advisory work — acting as an investment adviser while also sponsoring or managing pooled vehicles and participating as a commodity pool operator or trading adviser.

Assets & Accounts

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 3
  • Joshua Blakey

    PartnerCRD 8065752

  • Esther Wong

    Head of FinanceCRD 8065732

  • James Stevens

    General CounselCRD 6024575

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