Tayan Capital Management, LLC

RIASEC Registered
Total AUM
$35.6M
Discretionary
$35.6M
100% of AUM
Avg account
$3.2M
Accounts
11
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
140864
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles52.17%
  • HNWI47.29%
  • Individuals0.55%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tayan Capital Management, LLC is a small hedge-fund–style investment adviser that manages concentrated equity portfolios and operates at least one pooled investment vehicle. The firm’s advisory activity centers on discretionary portfolio management for individuals, families and pooled vehicles, blending separately managed account strategies with an in-house hedge fund. Fee arrangements include both a percentage-of-AUM component and fixed-fee engagements. The firm reports a clear equity preference and does not list ESG as an active investment focus.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

2 of 2
  • Brian Tayan

    Brian Tayan

    Managing DirectorCRD 5036154

  • Jack Tayan

    Managing MemberCRD 5162658

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth