Clients
Taula Capital Management (us) serves 6 clients. The average client has about $35.2 billion with the firm.
- Pooled investment vehicles6 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 6 | $210,931,263,858 | 100.0% | $35.16B |
| Total | 6 | $210,931,263,858 | 100% | $35.16B |
- Clients
- 6
- Regulatory AUM
- $210,931,263,858
- Share
- 100.0%
- Avg. per client
- $35.16B
Total
- Clients
- 6
- Regulatory AUM
- $210,931,263,858
- Share
- 100%
- Avg. per client
- $35.16B
What it does
Taula Capital Management (us) provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through performance-based fees and other arrangements.
Taula Capital Management (us) advises no private funds.
100.0% of assets ($210.93B 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 (us) has custody of $210.93B for 6 clients.
- All other custodians$210.93B100%
Ownership and leadership
Taula Capital Holdings Limited owns 75% or more of Taula Capital Management (us).
- Owns 75% or more of Taula Capital Management (us) LLC
Taula Capital Holdings Limited
Control person · since October 2023
- Owns 75% or more of Taula Capital Holdings Limited
Taula Capital International Limited
Control person · since October 2023
- Owns 75% or more of Taula Capital International Limited
Diego Megia Zunzarren
Control person · since December 2023
Leadership
- Norbert AulGlobal Chief Operating Officer
- Antony BealChief Compliance Officer
- Christopher HancockHead of Investor Relations
- Diego Megia ZunzarrenChief Investment Officer
- James StevensDirector/Chief Legal Officer
- Esther WongDirector and Head of Finance
Staff
- 23 employees
- 13 in advisory functions
Fees
Taula Capital Management (us) is paid through performance-based fees and other.
Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Taula Capital Management (us) has 3 offices, with 4 listed addresses across 3 states.
Florida · 1 listed address
- 515 N Flagler Drive, West Palm Beach
New York · 1 listed address
- 300 Park Ave, New York
Virginia · 1 listed address
- 1440 N Edgewood ST., Arlington
Choose a state to see its listed addresses.
Registration details
- Legal name
- Taula Capital Management (us) LLC
- Headquarters
- Unit 5, Millais House, Castle Quay, La Rue De L'Etau, ST Helier, Jersey JE2 3ED
- Phone
- 442045702067
- Website
- www.taulacapital.com
- SEC file
- 801-129642
- Structure
- Delaware LLC
- Fiscal year end
- December
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 (us) have?
Taula Capital Management (us) 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 10 September 2026
What services does Taula Capital Management (us) offer?
Taula Capital Management (us) 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 (us) have?
Taula Capital Management (us) has 0 investment adviser representatives registered with state securities authorities, out of 23 employees, and 13 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 (us)?
Taula Capital Management (us) is owned through a chain of holding companies by Diego Megia Zunzarren. Its direct owner is Taula Capital Holdings Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 September 2026
How does Taula Capital Management (us) get paid?
Taula Capital Management (us) 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