{ "crd_number": 150787, "slug": "talson-capital-management-l-p-stamford-ct-150787", "primary_business_name": "TALSON CAPITAL MANAGEMENT L.P.", "legal_name": "TALSON CAPITAL MANAGEMENT L.P.", "dbas": [ "TAYLOR INVESTMENT ADVISORS LP (RELYING ADVISER)" ], "city": "Stamford", "state": "CT", "country": "United States", "cbsa_code": "14860", "metro": { "cbsa_code": "14860", "common_name": "Bridgeport", "msa_name": "Bridgeport-Stamford-Danbury, CT", "path": "/advisors/ct/bridgeport" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2013-01-24", "years_registered": 13, "period": "2026-10-01", "filing_date": "2026-08-26", "carried_forward": false, "raum_total": 1061213963.0, "raum_discretionary": 1057013963.0, "raum_non_discretionary": 4200000.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 8, "advisory_employees": 3, "client_count_bucket": null, "clients_by_type": { "other": { "raum": null, "count": 0 }, "high_net_worth_individuals": { "raum": 33456231.0, "count": 14 }, "pooled_investment_vehicles": { "raum": 1023557732.0, "count": 21 }, "corporations_other_businesses": { "raum": 4200000.0, "count": 1 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CT" ], "websites": [ "https://linkedin.com/COMPANY/TALSON-PARTNERS-L.P.", "https://talsoncapital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150787", "city_as_filed": "STAMFORD", "url": "https://advisorcensus.com/firm/talson-capital-management-l-p-stamford-ct-150787", "display_name": "Talson Capital Management L.P.", "summary": "Talson Capital Management L.P. is an SEC-registered investment advisory firm in Stamford, CT, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 26, 2026.", "citation": "AdvisorCensus. Talson Capital Management L.P. (CRD 150787): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Talson Capital Management L.P. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Talson Capital Management L.P. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Talson Capital Management L.P. located?", "a": "Talson Capital Management L.P.'s principal office is in Stamford, CT, according to its Form ADV." }, { "q": "Is Talson Capital Management L.P. registered with the SEC or a state?", "a": "Talson Capital Management L.P. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 150787." }, { "q": "How much does Talson Capital Management L.P. manage?", "a": "Talson Capital Management L.P. reports $1,061,213,963 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary)." }, { "q": "How have Talson Capital Management L.P.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Talson Capital Management L.P.: Regulatory assets under management: $447,234,985 in the October 2021 data and $1,061,213,963 in the October 2026 data, up 137%. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Talson Capital Management L.P. serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (21); high net worth individuals (14); corporations or other businesses not listed above (1)." }, { "q": "Which custodians does Talson Capital Management L.P. use?", "a": "Talson Capital Management L.P.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Talson Capital Management L.P. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150787" }, { "q": "What changed in Talson Capital Management L.P.'s recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $865,434,492 to $1,061,213,963 (+23%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 447234985.0, "total_employees": 4, "filing_date": "2021-04-05" }, { "period": "2022-10-01", "regulatory_assets_under_management": 524877926.0, "total_employees": 4, "filing_date": "2022-04-21" }, { "period": "2023-10-01", "regulatory_assets_under_management": 489163788.0, "total_employees": 4, "filing_date": "2023-04-13" }, { "period": "2024-10-01", "regulatory_assets_under_management": 529992269.0, "total_employees": 4, "filing_date": "2024-03-26" }, { "period": "2025-10-01", "regulatory_assets_under_management": 865434492.0, "total_employees": 5, "filing_date": "2025-03-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1061213963.0, "total_employees": 8, "filing_date": "2026-08-26" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $865,434,492 to $1,061,213,963 (+23%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/talson-capital-management-l-p-stamford-ct-150787.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 14, "fewer_than_5": false, "raum": 33456231.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 21, "fewer_than_5": false, "raum": 1023557732.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 1, "fewer_than_5": false, "raum": 4200000.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": null } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150787", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }