SourcingSourcing

TALSON CAPITAL MANAGEMENT L.P.

C35
CRD 150787·SEC 801-77577·DARIEN, CT
AUM
$1.06B
$1B+
Est. Revenue
$10.6M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TALSON CAPITAL MANAGEMENT L.P.
CRD
150787
SEC file #
801-77577
EIN
—
DBA names
—

Economics

AUM
$1.06B
AUM band
$1B+
AUM trajectory
'20'26
$339.7M → $1.06B▲ +212%
Client mix
Pooled Investment Vehicles21
Individuals High Net Worth14
Corporations1

Operations

Employees (total)
8
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
5 advisors → 3 advisors▼ -40%
Primary office
DARIEN CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
talsoncapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NAPOLITANO, DOMINIC, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
NAPOLITANO, DOMINIC, MICHAEL
Colasurdo, Douglas, Robert
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TALSONCAPITAL.COM
Rdap Domain Creation Date
2017-05-05T15:40:48Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab62
Fidelity14
Interactive Brokers10
Jpmorgan4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-05T15:40:48Z
Rdap Domain Last Changed
2025-05-06T12:02:13Z
Rdap Nameservers
Ns1.inmotionhosting.comNs2.inmotionhosting.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1854821
Trust Company Affiliate
Yes

People (2)

2
NAPOLITANO, DOMINIC, MICHAEL
Direct Owner · 87.5%
1854821
Colasurdo, Douglas, Robert
Executive Officer · 2.5%
6619451