23 Old Kings Highway South
Suite 201
Darien, Connecticut 06820
Tel: 203-202-7500
TALSON CAPITAL MANAGEMENT LP, formally registered with the SEC as TALSON CAPITAL MANAGEMENT LP. The firm was established in 01/24/2013. They have over 1 offices throughout the country.
TALSON CAPITAL MANAGEMENT L.P. is a Darien, Connecticut based Financial Planning firm with nearly $529,992,269 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 4 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150787 |
| SEC# | 801-77577 |
| Assets Managed by Firm | $529,992,269 |
| No. of Clients | 32 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 32 | $529,992,269 |
| High net worth individuals | 15 | $31,324,249 |
| Corporations or other businesses | 1 | $4,200,000 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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