Taula Capital Management (Difc) Ltd
- Regulatory AUM
- $211B
- Discretionary
- $211B
- Clients
- 4
- Avg AUM / client
- $52.7B
- Accounts
- 4
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $211B | 100.0% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aul, Norbert, Stefan | Global Chief Operating Officer | Nov 2023 (3y) | Less than 5% | |
| Beal, Antony, Hassan | Chief Compliance Officer | Nov 2023 (3y) | Less than 5% | |
| Sheriff, Stanley, Roderick Aziz | Senior Executive Officer | Nov 2023 (3y) | Less than 5% | |
| Zaltsman, Madina, (Nmn) | Compliance Officer | Nov 2023 (3y) | Less than 5% | |
| Zunzarren, Diego, Megia | Chief Investment Officer | Nov 2023 (3y) | ≈ 42.19% – 100% via Taula Capital International Limited |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Taula Capital Holdings Limited | Direct Owner | Oct 2023 | A | 75% or more |
| Taula Capital International Limited | Direct Owner | Oct 2023 | B | ≈ 56.25% – 100% via Taula Capital Holdings Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Zunzarren, Diego, Megia: 75% – 100% of Taula Capital International Limited × 75% – 100% of Taula Capital Holdings Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Taula Capital International Limited: 75% – 100% of Taula Capital Holdings Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
- • Other fees
- • PASS THROUGH EXPENSES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗