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Taula Capital Management (uk)

SEC-registered adviser since 2024ST Helier, JerseyCRD 329863

6
Clients
27
Advisory staff

From Form ADV filed 8 September 2026 · data retrieved 15 October 2026SEC record

Taula Capital Management (uk) is an investment adviser headquartered in ST Helier, Jersey, and registered with the SEC since 2024. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles and portfolio management for institutions. Fee arrangements include performance-based fees and other arrangements. Taula Capital Limited owns 75% or more of Taula Capital Management (uk).

Clients

Taula Capital Management (uk) serves 6 clients. The average client has about $45.5 billion with the firm.

Regulatory assets by client type
  • Pooled investment vehicles6 clients100%
Show client breakdown
Pooled investment vehicles
Clients
6
Regulatory AUM
$273,220,429,199
Share
100.0%
Avg. per client
$45.54B

Total

Clients
6
Regulatory AUM
$273,220,429,199
Share
100%
Avg. per client
$45.54B

What it does

Taula Capital Management (uk) provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through performance-based fees and other arrangements.

Taula Capital Management (uk) advises no private funds.

100.0% of assets ($273.22B across 6 accounts) are managed with discretion. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Taula Capital Management (uk) has custody of $188.06B for 5 clients.

Managed account assets by custodian
  • All other custodians$273.22B100%

Ownership and leadership

Taula Capital Limited owns 75% or more of Taula Capital Management (uk).

Who owns the firm
Taula Capital Management (uk) LLP· the adviser
  • Taula Capital Limited

    Control person · since October 2023

    Owns 75% or more of Taula Capital Management (uk) LLP

Leadership

  • Norbert Aul
    Global Chief Operating Officer
  • Antony Beal
    Chief Compliance Officer
  • Joshua Blakey
    Partner
  • Diego Megia Zunzarren
    Chief Investment Officer
  • James Stevens
    Chief Legal Officer
  • Esther Wong
    Head of Finance

Staff

  • 40 employees
  • 27 in advisory functions

Fees

Taula Capital Management (uk) is paid through performance-based fees and other.

Taula Capital Management (uk)’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Taula Capital Management (uk) has 1 office, with 1 listed address with no US state reported.

Registration details

Legal name
Taula Capital Management (uk) LLP
Headquarters
Unit 5, Millais House, Castle Quay, La Rue De L'Etau, ST Helier, Jersey JE2 3ED
SEC file
801-129641
Structure
limited liability partnership organized in United Kingdom
Fiscal year end
March

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Taula Capital Management (uk) have?

Taula Capital Management (uk) has 6 clients and manages $273.2 billion for them, as of September 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026

What services does Taula Capital Management (uk) offer?

Taula Capital Management (uk) 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

How many financial advisors does Taula Capital Management (uk) have?

Taula Capital Management (uk) has 0 investment adviser representatives registered with state securities authorities, out of 40 employees, and 27 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

Who owns Taula Capital Management (uk)?

Taula Capital Management (uk) is owned through a chain of holding companies by Diego Megia Zunzarren. Its direct owner is Taula Capital Limited (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026

How does Taula Capital Management (uk) get paid?

Taula Capital Management (uk) 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

Sources

  1. Form ADV Part 1A, amendment filed 8 September 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 329863.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Taula Capital Management (uk) LLP and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.