# Taula Capital Management (US) LLC

> 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.

- CRD: 329865
- Filed as: TAULA CAPITAL MANAGEMENT (US) LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St Helier, Jersey
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329865
- AdvisorCensus page: https://advisorcensus.com/firm/taula-capital-management-us-llc-st-helier-329865

## Quick answers

**How is Taula Capital Management (US) LLC compensated?**
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.

**Where is Taula Capital Management (US) LLC located?**
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).

**Is Taula Capital Management (US) LLC registered with the SEC or a state?**
Taula Capital Management (US) LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329865.

**How much does Taula Capital Management (US) LLC manage?**
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).

**How have Taula Capital Management (US) LLC's assets and staff changed since 2024?**
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.

**What types of clients does Taula Capital Management (US) LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Taula Capital Management (US) LLC report any disciplinary disclosures?**
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

**What changed in Taula Capital Management (US) LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $210,931,263,858
- Discretionary: $210,931,263,858
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $210,931,263,858 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 23 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Arlington, VA
- New York, NY
- West Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- taulacapital.com
- LinkedIn @taula-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $75,865,300,000 | 12 | July 3, 2024 |
| October 2025 | $160,373,931,000 | 16 | March 28, 2025 |
| October 2026 | $210,931,263,858 | 23 | September 10, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Changed its office addresses in New York, NY.
- Added an office in Arlington, VA.
- Registered or notice-filed in VA.

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taula Capital Management (US) LLC (CRD 329865): Form ADV filing data as of October 2026.