DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Taula Capital Management (Difc) Ltd
Latest filing Sep 8, 2026
First filing on the tape Feb 6, 2024 · 7 filings
SEC status approved since Apr 7, 2025
RAUM
$211B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$211B as of Mar 31, 2026
Mar 26, 2025$0 then
HNW client RAUM$0 as of Mar 31, 2026
Mar 26, 2025$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 26, 20250 then
Employees (5.A)6 as of Mar 31, 2026
Mar 26, 20253 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Sep 8, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $53BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $211B, 4 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$211B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 4reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $211B for 4 clientsreported
- Compensation
- performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Stefan Norbert Aul · Global Chief Operating Officercontrolsince 11/2023 · owns less than 5%
- Hassan Antony Beal · Chief Compliance Officercontrolsince 11/2023 · owns less than 5%
- Roderick Aziz Stanley Sheriff · Senior Executive Officercontrolsince 11/2023 · owns less than 5%
- Megia Diego Zunzarren · Chief Investment Officercontrolsince 11/2023 · owns less than 5%
- Megia Diego Zunzarren · Direct Ownercontrolsince 12/2023 · owns 75% or more of Taula Capital International Limited
- (Nmn) Madina Zaltsman · Compliance Officersince 11/2023 · owns less than 5%
Entity owners
- Taula Capital Holdings Limited · Direct Ownerdirect · owns 75% or more
- Taula Capital International Limited · Direct Ownerindirect · owns 75% or more of Taula Capital Holdings Limited
Related persons
Schedule D 7.A
- Taula Capital Management (Italy) Srlinvestment advisern
- Taula Capital Management (Jersey) LPinvestment adviserbanknRAUM $211B
- Taula Capital Management (Uk) Llpinvestment adviserbanknRAUM $273B
- Taula Capital Management (US) LLCinvestment adviserbanknRAUM $211B
Offices
Schedule D 1.F, the 25 largest
- Dubai, United Arab Emirates3 employees
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMar 31, 2026 to Sep 8, 2026
- HQ state · to unsetMar 31, 2026 to Sep 8, 2026
- Succession · false to unsetMar 31, 2026 to Sep 8, 2026
- Advisory employees · 2 to 4Nov 28, 2025 to Mar 31, 2026
- Assets in custody · $158B to $211BNov 28, 2025 to Mar 31, 2026
- Employees · 4 to 6Nov 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $158B to $211BNov 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $158B to $211BNov 28, 2025 to Mar 31, 2026
- RAUM · $158B to $211BNov 28, 2025 to Mar 31, 2026
- Accounts · 0 to 4Mar 26, 2025 to Aug 19, 2025
- Advisory employees · 3 to 2Mar 26, 2025 to Aug 19, 2025
- Pooled vehicle clients · 0 to 4Mar 26, 2025 to Aug 19, 2025
- Assets in custody · unset to 158484957588.0Mar 26, 2025 to Aug 19, 2025
- Custody of client assets · false to trueMar 26, 2025 to Aug 19, 2025
- Employees · 3 to 4Mar 26, 2025 to Aug 19, 2025
- HQ city · DUBAI to ST HELIERMar 26, 2025 to Aug 19, 2025
- Discretionary RAUM · $0 to $158BMar 26, 2025 to Aug 19, 2025
- Pooled vehicle RAUM · $0 to $158BMar 26, 2025 to Aug 19, 2025
- RAUM · $0 to $158BMar 26, 2025 to Aug 19, 2025
- Financial planning clients · unset to Apr 18, 2024 to Mar 26, 2025
- HQ city · ST HELIER to DUBAIApr 18, 2024 to Mar 26, 2025
- HQ state · unset to Apr 18, 2024 to Mar 26, 2025
Signals
2 dated events
- Taula Capital Management (Difc) Ltd reported RAUM $210.9B, up 33% from $158.5B (2025-11-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Taula Capital Management (Difc) Ltd filed its initial SEC registration (Form ADV)Feb 6, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/taula-capital-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- taulacapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- +97 14323 0800reportedpublic record, Form ADV, Sep 8, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026