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TALSON CAPITAL MANAGEMENT L.P.
CRD 150787File 801-77577
APPROVED
Retail clients
Custody
Filing as of Aug 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.06B
Above cohort median (national)
Discretionary AUM
$1.06B
Non-discretionary $4.2M
Clients
36
36 accounts
Employees
8
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 24, 2013
- Principal office
- 1266 E MAIN ST, SUITE 700R, STAMFORD, CT, 06902
- Phone
- 203-202-7500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.06B
- Discretionary AUM
- $1.06B
- Non-discretionary AUM
- $4.2M
- Discretionary accounts
- 35
- Non-discretionary accounts
- 1
- Total accounts
- 36
- AUM per client
- $29.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $4.2M |
| High net worth individuals | 14 | $33.5M |
| Pooled investment vehicles | 21 | $1.02B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 8 | increased by3 |
| Apr 1, 2026 | Clients | 34 | 36 | increased by2 |
| Apr 1, 2026 | AUM | $865,434,492 | $1,061,213,963 | increased by$195,779,471 |
| Apr 1, 2026 | Accounts | 34 | 36 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 36 | 34 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $524,877,926 | $865,434,492 | increased by$340,556,566 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 36 | 34 | decreased by2 |
| Apr 1, 2022 | Clients | 37 | 36 | decreased by1 |
| Apr 1, 2022 | AUM | $447,234,985 | $524,877,926 | increased by$77,642,941 |
| Apr 1, 2022 | Accounts | 37 | 36 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TALSON CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TALSON CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.