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TAULA CAPITAL MANAGEMENT (JERSEY) LP

CRD 330068File 801-129646
APPROVED
Custody
Filing as of Sep 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$210.93B
Top 10% of cohort (national)
Discretionary AUM
$210.93B
Clients
6
6 accounts
Employees
7

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
HQ
Registration date
Mar 7, 2024
Principal office
UNIT 5, MILLAIS HOUSE, CASTLE QUAY, LA RUE DE L'ETAU, ST HELIER, JE2 3ED
Phone
44-20-4570-2067

Assets & accounts

ADV Item 5F
Total regulatory AUM
$210.93B
Discretionary AUM
$210.93B
Non-discretionary AUM
$0
Discretionary accounts
6
Non-discretionary accounts
0
Total accounts
6
AUM per client
$35.16B

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles6$210.93B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — PASS THROUGH EXPENSES
  • Performance-based fees

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees57increased by2
Apr 1, 2026Clients46increased by2
Apr 1, 2026AUM$160,373,931,000$210,931,263,858increased by$50,557,332,858
Apr 1, 2026Accounts46increased by2
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TAULA CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TAULA 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.