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TAULA CAPITAL MANAGEMENT (JERSEY) LP

ST HELIER, Jersey · CRD 330068 · IAPD ↗ · taulacapital.com · 44-20-4570-2067

$210.93BRegulatory AUM
7Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

36
April 2026 — TAULA CAPITAL MANAGEMENT (JERSEY) LP reported RAUM up 32% ($160.37B -> $210.93B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
April 2026 — TAULA CAPITAL MANAGEMENT (JERSEY) LP grew from 3 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
December 2025 — TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED is now doing business as TAULA CAPITAL MANAGEMENT (JERSEY) LP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
40
April 2025 — TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED 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 (JERSEY) LIMITED reported RAUM up 111% ($75.87B -> $160.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
August 2024 — TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
45
August 2024 — TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED now reports 1 private fund(s) ($75.87B gross).
Firm reports private funds for the first time.
Fund administrationCompliance
65
April 2024 — TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED (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.