The TALON PRIVATE WEALTH is a privately held investment adviser that advises $1.06Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. TALON PRIVATE WEALTH is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 542.92% over the last 5-years.
The Group has been registered with the SEC for 7.38 years and is comprised of 1 filing and 0 relying advisers. They operate out of 14 office locations with their Headquarters at 151 CALLE DE SAN FRANCISCO SUITE 200, SAN JUAN, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 22 employees comprised of 8 investment and 14 non-investment staff. The total number of Employees increased by 175% over the last 5-years.
Their $1.06Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $866mn or 81.67% of Total Assets and High Net Worth Individuals own $189.51mn or 17.87% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
TALON PRIVATE WEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.