TALON LLC

TALON LLC of SAN JUAN, PR is an SEC-registered investment adviser (CRD 298714). Regulatory assets under management: $1.1B.

Registration

• CRD: 298714
• SEC file number: 801-114857
• Type: Registered investment adviser
• Location: 151 CALLE DE SAN FRANCISCO, SUITE 200, SAN JUAN, PR, 00901
• Phone: (352) 751-3200
• Latest filing: 2026-05-21
• Regulatory AUM: $1.1B
• Discretionary AUM: $796.1M
• Non-discretionary AUM: $264.2M
• Clients: 22
• Accounts: 11,189

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (8)

Branch offices (13)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298714 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search