Managing Member / Chief Investment Officer · Taylor Frigon Capital Management LLC
Gerard J. Frigon
CRD 1624124 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Taylor Frigon Capital Management LLC, an SEC-registered private fund adviser based in Scottsdale, AZ with $233 million in regulatory assets, lists Gerard J. Frigon on its Form ADV as Managing Member / Chief Investment Officer, a control person. The SEC filings also name Gerard at 1 other registered adviser.
Firms and roles
- Taylor Frigon Capital Management LLCManaging Member / Chief Investment OfficerPrivate fund adviser · Scottsdale, AZ · $233M in regulatory assets
- Taylor Frigon Family Office, LLCChief Investment OfficerWealth manager · Scottsdale, AZ · $20M in regulatory assets
AtlasMembers
Gerard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Karen T. FrigonChief Operations Officer / Member, Taylor Frigon Capital Management LLC
- Douglas E ConnollyChief Compliance Officer, Taylor Frigon Capital Management LLC
- Michael G. FrigonDirector of Business Development/director of Research, Taylor Frigon Family Office, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gerard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.