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| Happy Holidays!! thanks for using AUM13F!! |
| Taula Capital Management US LLC
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|---|---|
| CRD # | 329865 |
| SEC # | 801-129642 |
| CIK # | |
| AUM | $160.4 B (2025-03-28) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 442045702067 |
| Address | 47 Esplanade St Helier, Jersey |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 160.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 160.4 |
| By Discretionary | ||
| Discretionary | 4 | 160.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 160.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 69.6 | |
| United States Persons | 90.8 | |
| Total | 4 | 160.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DWS International GmbH
✚
|
178.5 | |
|
Olive Street Investment Advisers LLC
✚
|
MO | 169.5 |
|
Morgan Stanley Investment Management Limited
✚
|
165.3 | |
|
Nuveen Fund Advisors LLC
✚
|
IL | 162.6 |
|
Equitable Investment Management Group LLC
✚
|
NY | 162.6 |
|
Baillie Gifford Overseas Ltd
✚
|
162.6 | |
|
Macquarie Investment Management Global Limited
✚
|
160.2 | |
|
Sumitomo Mitsui DS Asset Management Company Limited
✚
|
157.1 | |
|
Hartford Funds Management Company LLC
✚
|
PA | 137.8 |
|
PRIMECAP Management Co
✚
|
CA | 135.9 |