TAYLOR MORGAN CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$3.8M
Discretionary
$3.8M
100% of AUM
Avg account
$3.8M
Accounts
1
Employees
1
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
283163
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Taylor Morgan Capital Management, LLC is a small, privately held limited liability company that operates as a hedge fund manager and registered commodity pool operator/commodity trading advisor (CPO/CTA) focused on pooled investment vehicles. The firm targets institutional clients and charges a combination of an asset-based fee and performance-based fees, consistent with hedge fund and CTA compensation models. It also functions in sponsor/GP/managing member roles for pooled vehicles rather than as a broad capital allocator or pension consultant. The firm is not positioned as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • DANIEL TAYLOR

    Founder, Managing PrincipalCRD 4099224

  • JACQUELINE GARZA

    PrincipalCRD 5927663

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
2000 McKinney Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth