SourcingSourcing

TALARA CAPITAL MANAGEMENT, LLC

B58
CRD 158866·SEC 801-74060·MONTCLAIR, NJ
AUM
$317.6M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$953K
@ 30% margin
Est. Deal Value
$7.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TALARA CAPITAL MANAGEMENT, LLC
CRD
158866
SEC file #
801-74060
EIN
000000000
DBA names
—

Economics

AUM
$317.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$485.9M → $317.6M▼ -35%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
5 advisors → 2 advisors▼ -60%
Primary office
MONTCLAIR NJ
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
talaracapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ZUSMAN, DAVID, MARCUS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ZUSMAN, DAVID, MARCUS
HEYMAN, ANDREW, REUBEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
TALARACAPITAL.COM
Rdap Domain Creation Date
2009-10-30T18:50:05Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001813169
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2020-05-26
Edgar Last Filing Date
2020-05-26
Edgar Form D Count
1
Edgar Form D Offerings
2020-05-262020-05-26 · 0001813169-20-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
U.s. Bank8
Jpmorgan8
E*trade4
Edgar Addresses
Mailing
25 NORTH FULLERTON AVENUEMONTCLAIR, NJ 07042
Business
25 NORTH FULLERTON AVENUEMONTCLAIR, NJ 07042
Edgar EIN
000000000
Edgar Recent Filings
D2020-05-26 · 0001813169-20-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-30T18:50:05Z
Rdap Domain Last Changed
2024-08-31T06:37:41Z
Rdap Nameservers
Mia.ns.cloudflare.comTheo.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2780633
Trust Company Affiliate
No

People (3)

3
ZUSMAN, DAVID, MARCUS
Direct Owner · 62.5%
2780633
HEYMAN, ANDREW, REUBEN
Direct Owner · 37.5%
4447692
O'SHEA, SHARON, MARY
Executive Officer · 2.5%
4484825