AdvisorRanked
100
Clean

TALSON CAPITAL MANAGEMENT L.P.

23 OLD KINGS HIGHWAY SOUTH, DARIEN, CT 6820
Fiduciaryfee-onlySEC Registered
203-202-7500 HTTPS://WWW.TALSONCAPITAL.COM CRD #150787
$1.1B
Assets Managed
3
Clients
8
Employees
13
Years Active
since 2013

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46099. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 13 years.

Firm Details

Legal NameTALSON CAPITAL MANAGEMENT L.P.
CRD Number#150787
SEC RegisteredYes
Registration Date2013-01-24
States RegisteredCT
Assets Under Management$1.1B
Number of Clients3
Employees8
Compensation Typefee-only
Last ADV Filing46099

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Frequently Asked Questions

Is TALSON CAPITAL MANAGEMENT L.P. a fiduciary?

Yes. TALSON CAPITAL MANAGEMENT L.P. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does TALSON CAPITAL MANAGEMENT L.P. charge clients?

TALSON CAPITAL MANAGEMENT L.P. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does TALSON CAPITAL MANAGEMENT L.P. have any complaints?

No. TALSON CAPITAL MANAGEMENT L.P. has zero complaints or disciplinary actions on file with the SEC or FINRA across 13 years of operation.

How does TALSON CAPITAL MANAGEMENT L.P. compare to other advisors in DARIEN?

TALSON CAPITAL MANAGEMENT L.P. has a Red Flag Score of 100/100. There are 25 registered advisory firms in DARIEN. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46099. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.