{
  "crd_number": 331987,
  "slug": "taula-capital-management-switzerland-sarl-st-helier-331987",
  "primary_business_name": "TAULA CAPITAL MANAGEMENT (SWITZERLAND) SARL",
  "legal_name": "TAULA CAPITAL MANAGEMENT (SWITZERLAND) SARL",
  "dbas": [],
  "city": "St Helier",
  "state": null,
  "country": "Jersey",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2024-06-26",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-08",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/taula-capital-management",
    "https://taulacapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331987",
  "city_as_filed": "ST HELIER",
  "url": "https://advisorcensus.com/firm/taula-capital-management-switzerland-sarl-st-helier-331987",
  "display_name": "Taula Capital Management (Switzerland) Sarl",
  "summary": "Taula Capital Management (Switzerland) Sarl is an exempt reporting adviser in St Helier, Jersey, filing reports since 2024. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Taula Capital Management (Switzerland) Sarl (CRD 331987): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Taula Capital Management (Switzerland) Sarl located?",
      "a": "Taula Capital Management (Switzerland) Sarl's principal office is in St Helier, Jersey, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "How does Taula Capital Management (Switzerland) Sarl report to regulators?",
      "a": "Taula Capital Management (Switzerland) Sarl is an exempt reporting adviser, filing reports since 2024. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 331987."
    },
    {
      "q": "Does Taula Capital Management (Switzerland) Sarl report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331987"
    },
    {
      "q": "What changed in Taula Capital Management (Switzerland) Sarl's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added an office in Zurich."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-06-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-09-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added an office in Zurich."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Changed its legal name from Taula Capital (Switzerland) GMBH to Taula Capital Management (Switzerland) Sarl."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added an office in Geneva.",
        "No longer lists an office in 4052 Basel.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/taula-capital-management-switzerland-sarl-st-helier-331987.md",
  "clients": [],
  "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/331987",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}