Investment adviser · CRD 329865
TAULA CAPITAL MANAGEMENT (US) LLC
Investment adviser filing (IA)
ST HELIER, Jersey · Form ADV filed Sep 10, 2026
- Regulatory AUM
- $211B Form ADV · Item 5.F
- Client accounts
- 6 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 6 | $210,931,263,858 | 100.0% |
Filing source
Form ADV 2131224 · Sep 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Sep 10, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Performance-based
Principal office
UNIT 5, MILLAIS HOUSE, CASTLE QUAY, LA RUE DE L'ETAUST HELIER, JE2 3ED, Jersey
CRD 329865
Filing source
Form ADV 2131224 · Sep 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.