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TAULA CAPITAL MANAGEMENT (UK) LLP

ST HELIER, Jersey · CRD 329863 · IAPD ↗ · 44 20 4570 2067

$273.22BRegulatory AUM
27Advisory reps
40Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

36
July 2026 — TAULA CAPITAL MANAGEMENT (UK) LLP reported RAUM up 33% ($204.76B -> $273.22B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
July 2026 — TAULA CAPITAL MANAGEMENT (UK) LLP grew from 20 to 27 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
35
July 2025 — TAULA CAPITAL MANAGEMENT (UK) LLP reported RAUM up 28% ($160.37B -> $204.76B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — TAULA CAPITAL MANAGEMENT (UK) LLP now reports custody of client assets ($320.75B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2025 — TAULA CAPITAL MANAGEMENT (UK) LLP reported RAUM up 111% ($75.87B -> $160.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — TAULA CAPITAL MANAGEMENT (UK) LLP grew from 13 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
August 2024 — TAULA CAPITAL MANAGEMENT (UK) LLP grew from 9 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
August 2024 — TAULA CAPITAL MANAGEMENT (UK) LLP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
65
April 2024 — TAULA CAPITAL MANAGEMENT (UK) LLP (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 9 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.