Talkot Capital LLC

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Talkot Capital LLC
CRD #164231
SEC #801-78306
CIK #0001569502
AUM
Employees 5 (60% Investors, 0% Brokers)
Phone415-332-3760
Address2400 Bridgeway
Sausalito, CA 94965
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
170136102683402006201320202027
Sector Form 13F Holdings Value ($M)
Walker & Dunlop Inc 7.8
Dynex Capital Inc 3.2
Enpro Industries Inc 2.8
B2Gold Corp 1.6
Seabridge Gold Inc 1.1
Neumedia Inc 0.7
 
 
 
 
 
Holdings by Sector ($M)
3002401801206002012201320152017
Type Form D Funds Date Sold AUM
HF Talkot Institutional Master Fund Ltd 2013-06-28
HF Talkot Institutional Offshore Fund Ltd 2013-06-28
HF Talkot Fund LP [2012-05-23] 131.7 M
HF Talkot Institutional Fund LP [2012-05-23] 9.9 M 13.4 M
Filed 2015-05-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2 145.1
By Discretionary
Discretionary 2 145.1
Non-Discretionary 0 0.0
Total 2 145.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 145.1
Total 2 145.1
Form D Directors Role # Filings # Firms 2011 - 2026
Thomas Akin Executive Officer 7 2
EDGAR Form CIK 2011 - 2026
13F-HR [0001569502]
4 [0001569502]
SC 13D [0001569502]
SC 13G [0001569502]
Form 13D/13G Filer Form 13D/13G Subject Filed
Talkot Capital LLC Kestrel Group Ltd [2026-02-12]
Talkot Capital LLC Impac Mortgage Holdings Inc [2020-11-25]
Talkot Capital LLC Maiden Holdings Ltd [2019-05-14]
Talkot Capital LLC Impac Mortgage Holdings Inc [2017-07-31]
Talkot Capital LLC Impac Mortgage Holdings Inc [2017-02-27]
Talkot Capital LLC Walker & Dunlop Inc [2015-03-25]
Talkot Capital LLC Mobivity Holdings Corp [2015-03-18]
Talkot Capital LLC Walker & Dunlop Inc [2014-06-24]
Firm Profile (Form ADV)
ServesInstitutional, Retail
Fund TypesHedge Fund
Form 3/4/5 Subject 2011 - 2026
Mobivity Holdings Corp
Akin Thomas B
Talkot Capital LLC
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Mobivity Holdings Corp MFON
Common Stock
2022-09-30 Grant 625,000 $0.80 500,000
Mobivity Holdings Corp MFON
Warrant (right to buy) · derivative
2022-08-23 Grant 625,000 $0.00
Mobivity Holdings Corp MFON
Common Stock
2022-07-11 Grant 517,292 $1.25 646,615
Mobivity Holdings Corp MFON
Common Stock
2022-07-11 Grant 1,024,167 $1.25 1,280,209
Mobivity Holdings Corp MFON
Warrant (right to buy) · derivative
2022-06-10 Grant 97,876 $0.00
Mobivity Holdings Corp MFON
Common Stock
2022-05-10 Grant 1,064,506 $0.80 851,605
Mobivity Holdings Corp MFON
Common Stock
2022-05-10 Grant 1,057,184 $0.80 845,747
Mobivity Holdings Corp MFON
Warrant (right to buy) · derivative
2022-02-23 Grant 1,057,184 $0.00
Mobivity Holdings Corp MFON
Warrant (right to buy) · derivative
2022-02-23 Grant 547,214 $0.00
Mobivity Holdings Corp MFON
Warrant (right to buy) · derivative
2022-02-08 Grant 517,292 $0.00
Mobivity Holdings Corp MFON
Warrant (right to buy) · derivative
2022-01-01 Grant 20,339 $0.00
Mobivity Holdings Corp MFON
Common Stock
2020-12-31 Grant 1,113,767 $1.25 1,392,209
Mobivity Holdings Corp MFON
Common Stock
2020-06-16 Buy 3,455 $0.82 2,833
Mobivity Holdings Corp MFON
Common Stock
2020-06-03 Buy 2,500 $0.85 2,125
Mobivity Holdings Corp MFON
Common Stock
2020-05-20 Buy 45 $0.82 37
Mobivity Holdings Corp MFON
Common Stock
2020-05-13 Buy 24,390 $0.80 19,512
Mobivity Holdings Corp MFON
Common Stock
2020-05-11 Buy 1,000 $0.80 800
Mobivity Holdings Corp MFON
Common Stock
2020-05-05 Buy 7,000 $0.77 5,390
Mobivity Holdings Corp MFON
Common Stock
2020-05-04 Buy 61,610 $0.70 43,127
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