Institutional
    SEC Registered

    Gerber/Taylor Management LLC

    Registered investment advisor · Memphis, Tennessee · CRD #109319

    Assets Under Management
    $11.4B
    Client Accounts
    158
    Employees
    40
    CRD Number
    109319
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Gerber/Taylor Management LLC

    Gerber Taylor is a multi-asset class investment management and advisory firm with a heritage rooted in deep fundamental investment research. Our 30 years of experience spans the globe across traditional and alternative strategies. We have cultivated enduring relationships with innovative and high-performing investment managers. Our commingled vehicles offer equitable access to our best ideas. We leverage our research capabilities to customize investment portfolios tailored to each client's n

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Gerber/Taylor Management LLC

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    Frequently Asked Questions

    What is Gerber/Taylor Management LLC's AUM?

    Gerber/Taylor Management LLC reports approximately $11.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Gerber/Taylor Management LLC headquartered?

    Gerber/Taylor Management LLC is headquartered in Memphis, Tennessee.

    What is Gerber/Taylor Management LLC's CRD number?

    Gerber/Taylor Management LLC's CRD number is 109319. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Gerber/Taylor Management LLC manage?

    Gerber/Taylor Management LLC manages approximately 158 client accounts according to its latest SEC filing.

    Is Gerber/Taylor Management LLC SEC registered?

    Yes, Gerber/Taylor Management LLC is registered with the SEC as an investment adviser with an approved registration status.

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