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Tayan Capital Management, LLC

Updated today

Client assets under management

$17,016,283

Clients

8

100% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

4

Very Low

Average account size

$2,127,035

About

Tayan Capital Management, LLC serves individual investors — including both high‑net‑worth and non‑HNW clients — by providing discretionary portfolio management and by acting as the general partner and investment adviser to a pooled private fund, Tayan Partners, LP. The firm manages separately managed accounts using the same strategy as the Fund and administers client relationships on a discretionary basis.

The firm follows an opportunistic, value‑oriented investment approach that classifies opportunities into three buckets: businesses with durable competitive advantages, sound companies trading below intrinsic value, and higher‑risk special situations (including spin‑offs, bankruptcies, small‑cap stocks and distressed debt). Its process emphasizes preservation of capital, after‑tax return considerations and long holding periods for core positions, while acknowledging exposure to liquidity, concentration and leverage risks for certain holdings.

Noteworthy for a two‑advisor firm with roughly $35.6 million in discretionary AUM, Tayan operates a private fund with a one‑year investor holding period, quarterly reporting and audited financials, a structure relatively uncommon among peers of this size. The firm also requires clients to custody assets at Charles Schwab (and receives related support services) and a principal spends a substantial portion of time on academic and educational work, factors that prospective clients may consider when assessing capacity and operational arrangements.

Client services

Portfolio management

Expertise

Active portfolio management Tax-loss harvesting

Fee options

Percentage

0.80% per year for Fund management, billed quarterly in arrears

Other

Account minimum: $25,000 for Fund investors; $85,000 for separately managed accounts (both minimums may be waived at discretion) Minimum fee: $250 - $2,000 annually for separately managed accounts, billed annually in arrears Fee-only: Fixed fee for separately managed accounts ($250 - $2,000 annually)

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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