{
  "crd_number": 329865,
  "slug": "taula-capital-management-us-llc-st-helier-329865",
  "primary_business_name": "TAULA CAPITAL MANAGEMENT (US) LLC",
  "legal_name": "TAULA CAPITAL MANAGEMENT (US) LLC",
  "dbas": [],
  "city": "St Helier",
  "state": null,
  "country": "Jersey",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-03-07",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-10",
  "carried_forward": false,
  "raum_total": 210931263858.0,
  "raum_discretionary": 210931263858.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 23,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 210931263858.0,
      "count": 6
    }
  },
  "compensation_types": [
    "other",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "VA"
  ],
  "websites": [
    "https://linkedin.com/company/taula-capital-management",
    "https://taulacapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329865",
  "city_as_filed": "ST HELIER",
  "url": "https://advisorcensus.com/firm/taula-capital-management-us-llc-st-helier-329865",
  "display_name": "Taula Capital Management (US) LLC",
  "summary": "Taula Capital Management (US) LLC is an SEC-registered investment advisory firm in St Helier, Jersey, registered since 2024, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 10, 2026.",
  "citation": "AdvisorCensus. Taula Capital Management (US) LLC (CRD 329865): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Taula Capital Management (US) LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Taula Capital Management (US) LLC reports these compensation arrangements: performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Taula Capital Management (US) LLC located?",
      "a": "Taula Capital Management (US) LLC's principal office is in St Helier, Jersey, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Taula Capital Management (US) LLC registered with the SEC or a state?",
      "a": "Taula Capital Management (US) LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329865."
    },
    {
      "q": "How much does Taula Capital Management (US) LLC manage?",
      "a": "Taula Capital Management (US) LLC reports $210,931,263,858 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Taula Capital Management (US) LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Taula Capital Management (US) LLC: Regulatory assets under management: $75,865,300,000 in the October 2024 data and $210,931,263,858 in the October 2026 data, up 178%. Total employees: 12 in October 2024 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Taula Capital Management (US) LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6)."
    },
    {
      "q": "Does Taula Capital Management (US) LLC 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/329865"
    },
    {
      "q": "What changed in Taula Capital Management (US) LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its office addresses in New York, NY. Added an office in Arlington, VA. Registered or notice-filed in VA."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 75865300000.0,
      "total_employees": 12,
      "filing_date": "2024-07-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 160373931000.0,
      "total_employees": 16,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 210931263858.0,
      "total_employees": 23,
      "filing_date": "2026-09-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its office addresses in New York, NY.",
        "Added an office in Arlington, VA.",
        "Registered or notice-filed in VA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $160,373,931,000 to $210,931,263,858 (+32%).",
        "Employees performing advisory functions went from 8 to 13.",
        "Added an office in West Palm Beach, FL.",
        "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-us-llc-st-helier-329865.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 210931263858.0
    }
  ],
  "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/329865",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}