Gerber/Taylor Management LLC

RIASEC RegisteredEst. 1999

Total AUM

$11.4B

Discretionary

$10.9B

95% of AUM

Avg account

$72.3M

Accounts

158

Employees

Advisory reps

Firm details

Headquarters: Memphis, Tennessee
CRD number: 109319
Registered since: July 22, 1999
Website: www.gerbertaylor.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles93.56%
Corporations / Businesses2.44%
Charitable Organizations1.75%
Other Investment Advisers0.85%
HNWI0.7%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gerber/Taylor Management LLC is an SEC-registered hedge-fund adviser organized as an LLC and in operation since 1999. The firm serves both individual/family and institutional clients and provides portfolio management across individual accounts, pooled investment vehicles and business/institutional mandates. It also performs selection-of-adviser functions and is registered to operate as a commodity pool operator/commodity trading adviser (CPO/CTA). Compensation arrangements include asset-based fees, fixed fees and performance-based fees, consistent with its role managing pooled products and hedge-fund strategies. The firm is not identified as an active ESG investor and is not described as a multi-state adviser or a capital allocator in the source data.