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GERBER/TAYLOR MANAGEMENT LLC

dba GERBER/TAYLOR MANAGEMENT LLC · CRD 109319 · Registered Investment Adviser

Custody via related personManages private funds

GERBER/TAYLOR MANAGEMENT LLC is a Registered Investment Adviser headquartered in MEMPHIS, TN. The firm reports $11,419,729,032 in regulatory assets under management across 158 accounts, and manages 38 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$10,860,986,264
Non-discretionary$558,742,768
Total RAUM$11,419,729,032
Accounts158

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 109319. adviserinfo.sec.gov/firm/summary/109319.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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