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TAULA CAPITAL MANAGEMENT (DIFC) LTD

ST HELIER, Jersey · CRD 329853 · IAPD ↗ · +97 14323 0800

$210.92BRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

36
April 2026 — TAULA CAPITAL MANAGEMENT (DIFC) LTD reported RAUM up 33% ($158.48B -> $210.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2026 — TAULA CAPITAL MANAGEMENT (DIFC) LTD grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
20
December 2025 — TAULA CAPITAL MANAGEMENT (DIFC) LTD moved its main office from DUBAI, to ST HELIER, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
December 2025 — TAULA CAPITAL MANAGEMENT (DIFC) LTD now reports custody of client assets ($316.97B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
65
April 2025 — TAULA CAPITAL MANAGEMENT (DIFC) LTD (DUBAI, United Arab Emirates) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
30
August 2024 — TAULA CAPITAL MANAGEMENT (DIFC) LTD (ST HELIER, Jersey) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
65
April 2024 — TAULA CAPITAL MANAGEMENT (DIFC) LTD (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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