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TAULA CAPITAL MANAGEMENT (UK) LLP

ST HELIERCRD #329863SEC #801-129641As of 2026-06-30

AUM Over Time

Discretionary
Non-Discretionary

At a Glance

Total AUM$273.22B
Discretionary$273.22B100% of AUM
Client Accounts6
Avg Account Size$45.54B
Employees40
Peak AUM$273.22BJun 2026

AUM by Client Type

Total AUM

$273.2B

Firm Change Matrix

MetricLatest1Y3Y CAGR5Y CAGRTrend
Firm Scale
Total AUM$273.2B+33.4%——
Discretionary AUM$273.2B+33.4%——
Total Accounts6+50.0%——
Avg Account Size$45.5B11.0%——
Employees4029.8%+3.4%—
AUM / Employee$6.8B+90.1%——
Client AUM Segments
Fund / Pooled AUM$273.2B+33.4%——
Client Count Segments
Pooled / Fund6+50.0%——

Key Metrics

Total AUM$273.22B
Discretionary$273.22B
Employees40
Client Accounts6

Contact & Location

Address

47 ESPLANADE
ST HELIER JE1 0BD
Jersey

Phone

44 20 4570 2067

Filing History

8 ADV Part 1 submissions

Fee Structure

Performance Fees

Advisory Services

Portfolio Mgmt (Institutional)Pension Consulting
Growth

AUM Growth Rate (Annualized YoY %)

Firm Profile

Normalized 0–100 scores across six dimensions.

Discretionary vs Non-Discretionary

Discretionary

$273.2B

100.0% of AUM

Non-Discretionary

$0

0.0% of AUM

Disc. mix ▲ 0.0pp vs 1 year ago

Discretionary
Non-Discretionary

Average Account Size

AUM per Employee

Headcount Over Time

Total Employees
Advisory Staff
Clients

Client Account Growth

Total Accounts
Discretionary
Non-Discretionary

Clients by Type (Latest)

Client Type Mix Over Time

Pooled Vehicles
Risk & Structure

Regulatory Disclosures

✓ Clean RecordNo regulatory disclosures

Custody

Bank CustodyBroker-Dealer Custody

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