T
Talanton Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,186,704
Clients
37
46% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
HighAverage account size
$707,749
About
Talanton Capital Management manages discretionary separately managed accounts for individuals, high‑net‑worth clients, charitable organizations, foundations, small businesses and family wealth offices, providing portfolio management and related advisory services. The firm screens prospective clients through an initial interview to determine mutual fit with its strategy before accepting an engagement.
The firm follows an opportunistic global value investing approach, estimating intrinsic value through deep fundamental analysis and constructing concentrated, long‑biased portfolios intended for patient, long‑term investors. Portfolios are actively managed on a discretionary basis and the strategy can employ margin and derivatives — including short sales, options, and inverse or leveraged ETFs — to implement negative bets, hedges, and cash management.
Noteworthy aspects include the availability of performance‑based fee arrangements with high‑water marks and multiple benchmark options, and the routine use of borrowing in separately managed accounts and derivatives, practices that are uncommon among independent peers. The firm also manages institutional clients such as foundations and family offices in addition to individuals, and the firm’s principal maintains a significant personal investment alongside client accounts.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Real estate investing
Fee options
Performance fee of 35% of profits exceeding hurdle or benchmark, charged quarterly, with high-water mark provisions.
Account minimum: $50,000 (may be waived at firm's discretion)
Main office location
Talanton Capital Management, LLC
San Mateo CA, United States
Number of offices
1
Most active in
Talanton Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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