Tayan Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,016,283
Clients
8
Advisors
2
across 2 offices
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
Expertise
Fee options
0.80% per year for Fund management, billed quarterly in arrears
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)
Main office
See officeMenlo Park CA
Advisors at this office
1
Offices (2)
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
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
Advisors at this firm
Jack T
Series 65
Menlo Park, CA
Tayan Capital Management, LLC
Jack Tayan is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Tayan Capital Management, LLC since 2006, where he is one of two advisors. Tayan Capital Management serves investors through Tayan Partners, LP, a private pooled investment vehicle, and separately managed accounts for individual clients. The firm employs an opportunistic, value-oriented investment approach focused on capital preservation and after-tax returns, managing discretionary equity and fixed-income portfolios for a small client base.
Brian T
Series 66, Series 65
Menlo Park, CA
Tayan Capital Management, LLC
Brian Tayan is a financial advisor at Tayan Capital Management, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has served as a Research Associate at Stanford University since 2006. Tayan Capital Management serves individual investors, including both high-net-worth and non-HNW clients, by providing discretionary portfolio management and managing a pooled private fund, Tayan Partners, LP. The firm employs an opportunistic, value-oriented investment approach focused on capital preservation, after-tax returns, and long holding periods.
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