Tulan Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tulan Capital is an independent multi‑family office that advises high‑net‑worth individuals, families, and their related trusts, estates, and closely held businesses. The firm provides discretionary portfolio management for individual and household accounts, financial planning, integrated tax planning, estate‑planning coordination, and selection and monitoring of third‑party managers.
The firm constructs a written investment policy for each household and implements a long‑term strategic asset allocation mainly through exchange‑traded funds, with leverage used where the policy calls for it (including margin, leveraged ETFs, or box‑spread financing). It also offers a proprietary, rules‑based systematic multi‑strategy run in separately managed accounts and a set of in‑house, tax‑aware solutions—tax‑aware long/short, concentrated‑position hedging/completion portfolios, and box‑spread financing—coordinated with clients’ tax and legal advisers.
Notable for a newly formed single‑principal office, Tulan combines financial planning and formal selection of other advisers—services that are statistically uncommon for firms without active registered advisors—while stating it does not sponsor or manage private funds. The firm discloses that its principal may invest alongside clients in third‑party funds (with mitigations and no compensation from those managers) and requires specific custodial/execution arrangements for its systematic strategy, an operational constraint that can affect where clients hold those portfolios.
Client services
Expertise
Occupation focus
Fee options
$0 - $5,000,000: 0.95% $5,000,000 - $10,000,000: 0.85% $10,000,000 - $25,000,000: 0.65% $25,000,000 - $50,000,000: 0.45% $50,000,000 - $100,000,000: 0.30% $100,000,000+: 0.25%
Account minimum: $2,000,000 Fee-only: Fees paid directly by clients; no commissions or other compensation from third parties.
Main office
100 Elk Run Dr Ste 200
Basalt CO 81621
Advisors at this office
1
Most active in
Colorado
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.
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