{"url":"https://nivawealth.com/firms/taula-capital-management-jersey-330068","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/330068","regulatoryAum":210931263858,"crd":"330068","secFileNumber":"801-129646","legalName":"Taula Capital Management (jersey) LP","displayName":"Taula Capital Management (jersey)","website":"http://www.taulacapital.com","founded":null,"organization":"limited partnership organized in Jersey","fiscalYearEnd":"December","headquarters":{"street":"Unit 5, Millais House, Castle Quay, La Rue De L'Etau","city":"ST Helier","state":"","stateName":"","country":"Jersey","postalCode":"JE2 3ED"},"tradeNames":[],"registration":{"secApproved":"7 March 2024","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":7,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":210931263858,"discretionaryAccounts":6,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":6,"regulatoryAum":210931263858}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Taula Capital Management (jersey) has custody of $210.93B for 6 clients.","otherCustodians":[],"leadership":[{"name":"Norbert Aul","title":"Global Chief Operating Officer","crd":"7861373"},{"name":"Antony Beal","title":"Chief Compliance Officer","crd":"7861301"},{"name":"Glenn Boddie","title":"Board Member","crd":"7529967"},{"name":"Diego Megia Zunzarren","title":"Chief Investment Officer","crd":"7861299"},{"name":"James Stevens","title":"Board Member and Chief Legal Officer","crd":"6024575"},{"name":"Dino Vincente","title":"Board Member","crd":"8246188"},{"name":"Esther Wong","title":"Head of Finance","crd":"8065732"}],"ownership":[{"label":"Taula Capital Management (jersey) Limited","detail":"Shareholder in the 75% or more ownership band and a control person, since November 2025."},{"label":"Diego Megia Zunzarren","detail":"Indirect owner: a shareholder of Taula Capital International Limited in the 75% or more band and a control person, since October 2023.","parent":"Taula Capital International Limited"},{"label":"Taula Capital International Limited","detail":"Indirect owner: shareholder of Taula Capital Management (jersey) Limited and a control person, since October 2023.","parent":"Taula Capital Management (jersey) Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"442045702067","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[],"privateFunds":2},"sources":{"adv1FilingDate":"8 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/330068/PDF/330068.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Taula Capital Management (jersey) have?","answer":"Taula Capital Management (jersey) has 6 clients and manages $210.9 billion for them, as of September 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Taula Capital Management (jersey) offer?","answer":"Taula Capital Management (jersey) provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Taula Capital Management (jersey) have?","answer":"Taula Capital Management (jersey) has 0 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Taula Capital Management (jersey)?","answer":"Taula Capital Management (jersey) is owned through a chain of holding companies by Diego Megia Zunzarren. Its direct owner is Taula Capital Management (jersey) Limited (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Taula Capital Management (jersey) get paid?","answer":"Taula Capital Management (jersey) is paid through performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}