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 (US) LLC
Latest filing Sep 10, 2026
First filing on the tape Feb 6, 2024 · 6 filings
SEC status approved since Mar 7, 2024
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
23
13 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$211B as of Mar 31, 2026
Mar 28, 2025$160B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20250 then
Employees (5.A)23 as of Mar 31, 2026
Mar 28, 202516 then
Private funds: no history
RAUM +32% over the last fiscal yearIARs 0 to 0offices 1 to 3
Practice profile
derived from the filing of Sep 10, 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
- $35BderivedRAUM 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
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%derivedbetween 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, 6 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
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $211B for 6 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%
- Allan Christopher Hancock · Head Of Investor Relationscontrolsince 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
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 (Switzerland) Gmbhinvestment advisern
- Taula Capital Management (Italy) Srlinvestment advisern
- Taula Capital Management (Jersey) LPinvestment adviserbanknRAUM $211B
- Taula Capital Management (Uk) Llpinvestment adviserbanknRAUM $273B
Advisers that list Taula Capital Management (US) LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY7 employees
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMar 31, 2026 to Sep 10, 2026
- HQ state · to unsetMar 31, 2026 to Sep 10, 2026
- Other offices · 2 to 3Mar 31, 2026 to Sep 10, 2026
- Succession · false to unsetMar 31, 2026 to Sep 10, 2026
- Accounts · 4 to 6Nov 28, 2025 to Mar 31, 2026
- Advisory employees · 8 to 13Nov 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 4 to 6Nov 28, 2025 to Mar 31, 2026
- Assets in custody · $160B to $211BNov 28, 2025 to Mar 31, 2026
- Employees · 16 to 23Nov 28, 2025 to Mar 31, 2026
- Other offices · 1 to 2Nov 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $160B to $211BNov 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $160B to $211BNov 28, 2025 to Mar 31, 2026
- RAUM · $160B to $211BNov 28, 2025 to Mar 31, 2026
- Advisory employees · 9 to 8Jul 3, 2024 to Mar 28, 2025
- Assets in custody · unset to 160373931000.0Jul 3, 2024 to Mar 28, 2025
- Custody of client assets · false to trueJul 3, 2024 to Mar 28, 2025
- Employees · 12 to 16Jul 3, 2024 to Mar 28, 2025
- Financial planning clients · unset to Jul 3, 2024 to Mar 28, 2025
- HQ state · unset to Jul 3, 2024 to Mar 28, 2025
- Discretionary RAUM · $76B to $160BJul 3, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $76B to $160BJul 3, 2024 to Mar 28, 2025
- RAUM · $76B to $160BJul 3, 2024 to Mar 28, 2025
- Accounts · 0 to 4Feb 6, 2024 to Jul 3, 2024
- Advisory employees · 7 to 9Feb 6, 2024 to Jul 3, 2024
- Charity clients · 0.0 to unsetFeb 6, 2024 to Jul 3, 2024
- Corporate clients · 0.0 to unsetFeb 6, 2024 to Jul 3, 2024
- HNW clients · 0.0 to unsetFeb 6, 2024 to Jul 3, 2024
- Individual clients · 0.0 to unsetFeb 6, 2024 to Jul 3, 2024
- Pension plan clients · 0.0 to unsetFeb 6, 2024 to Jul 3, 2024
- Pooled vehicle clients · 0 to 4Feb 6, 2024 to Jul 3, 2024
- Employees · 9 to 12Feb 6, 2024 to Jul 3, 2024
- Discretionary RAUM · $0 to $76BFeb 6, 2024 to Jul 3, 2024
- HNW RAUM · 0.0 to unsetFeb 6, 2024 to Jul 3, 2024
- Individual RAUM · 0.0 to unsetFeb 6, 2024 to Jul 3, 2024
- Pension RAUM · 0.0 to unsetFeb 6, 2024 to Jul 3, 2024
- Pooled vehicle RAUM · $0 to $76BFeb 6, 2024 to Jul 3, 2024
- RAUM · $0 to $76BFeb 6, 2024 to Jul 3, 2024
Signals
3 dated events
- Taula Capital Management (Us) Llc reported RAUM $210.9B, up 32% from $160.4B (2025-11-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Taula Capital Management (Us) Llc reported RAUM $160.4B, up 111% from $75.9B (2024-07-03 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Taula Capital Management (Us) Llc 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
- 44-20-4570-2067reportedpublic record, Form ADV, Sep 10, 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