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Talanton Capital Management, LLC

Updated today

Client AUM

$26,186,704

Clients

37

Advisors

1

of 1 employees

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

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Fee options

Performance-based

Performance fee of 35% of profits exceeding hurdle or benchmark, charged quarterly, with high-water mark provisions.

Other

Account minimum: $50,000 (may be waived at firm's discretion)

Main office

San Mateo CA

Advisors at this office

1

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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