TAULA CAPITAL MANAGEMENT (US) LLC

RIASEC RegisteredEst. 2024
Total AUM
$211B
Discretionary
$211B
100% of AUM
Avg account
$35.2B
Accounts
6
Employees
23
Advisory reps
6

Firm details

Headquarters
ST HELIER,
CRD number
329865
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 (US) LLC is a limited liability company that operates as an investment manager and commodity pool operator/commodity trading advisor. The firm’s client base is institutional and it focuses on managing pooled investment vehicles and providing portfolio management for businesses and institutions. Fee arrangements include performance-based fees alongside other structures, which signals alignment with outcome-oriented mandates. Investment activity is centered on alternative strategies. The firm runs and sponsors pooled vehicles and is listed as a sponsor, general partner, or managing member for those vehicles. Taula also uses third‑party external alternative managers, and its business activities and advisory profile indicate active trading in commodity markets consistent with a CPO/CTA role. The firm is not identified as an active ESG investor, does not act as a pension consultant, and is not designated as a multi‑state adviser. Ownership is noted as a mix of a foreign entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • NORBERT AUL

    Global Chief Operating OfficerCRD 7861373

  • DIEGO ZUNZARREN

    Chief Investment OfficerCRD 7861299

  • ANTONY BEAL

    Chief Compliance OfficerCRD 7861301

Contacts

3 of 3
  • CHRISTOPHER HANCOCK

    Head of Investor RelationsCRD 4190864

  • JAMES STEVENS

    General CounselCRD 6024575

  • Esther Wong

    Head of FinanceCRD 8065732

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