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TALSON CAPITAL MANAGEMENT L.P.

STAMFORD, CT · CRD 150787 · IAPD ↗ · 203-202-7500

$1.06BRegulatory AUM
3Advisory reps
8Employees
0Clients
n/aPlanning clients
22Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — TALSON CAPITAL MANAGEMENT L.P. moved its main office from DARIEN, CT to STAMFORD, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
85
April 2026 — TALSON CAPITAL MANAGEMENT L.P. crossed $1B in regulatory AUM ($865.4M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2025 — TALSON CAPITAL MANAGEMENT L.P. reported RAUM up 63% ($530.0M -> $865.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — TALSON CAPITAL MANAGEMENT L.P. crossed $500M in regulatory AUM ($489.2M -> $530.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.