Private fund adviser · Memphis, TN
Gerber/taylor Management LLC
SEC-registered investment adviser · CRD 109319 · SEC 801-56698
At a glance
Gerber/taylor Management LLC is an SEC-registered investment adviser based in Memphis, Tennessee, with $11.4 billion in regulatory assets under management as of its Form ADV filed July 1, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 15 individual clients. By Form ADV it is a private fund adviser, ranked 562nd of 4,686 private fund advisers and 1,256th of 17,210 SEC-registered advisers by assets.
Main office 901-526-9750gerbertaylor.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $11B
- Rank among private fund advisers
- #562 of 4,686
- Rank among all SEC RIAs
- #1,256 of 17,210
- Rank in Tennessee
- #5 of 227
- Individual clients
- 15
- High-net-worth clients
- 15
- Accounts
- 158
- Discretionary
- 95% of AUM
- Employees
- 40
- Advisory staff
- 19
- Offices
- 2
Owners and executives on its Form ADV
- Michael J. DouglassPresident
- Simone T. MeeksChief Financial Officer of the Private Funds
- Mary C. CornpropstChief Financial Officer of the Management Company
- Darren D. KearnsChief Compliance Officer
- Justin L. RikardChief Operating Officer
- Ryan E. GibbsDirector of DUE Dilligence
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 38 | $11B | 94% |
| Corporations or other businesses | 20 | $279M | 2% |
| Charitable organizations | 22 | $200M | 2% |
| Other investment advisers | – | $97M | <1% |
| High-net-worth individuals | 15 | $80M | <1% |
| Insurance companies | – | $80M | <1% |
Private funds
Gerber/taylor Management LLC reports 38 private funds with $11B in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Gerber/taylor Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗gerbertaylor.com ↗
AtlasMembers
The full record on Gerber/taylor Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 929 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Gerber/taylor Management LLC manage?
Gerber/taylor Management LLC reports $11.4 billion in regulatory assets under management across 158 accounts, 95% of it on a discretionary basis, on its Form ADV filed July 1, 2026.
What kind of firm is Gerber/taylor Management LLC?
Gerber/taylor Management LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Gerber/taylor Management LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($10.7 billion, 38 clients); corporations or other businesses ($279 million, 20 clients); charitable organizations ($200 million, 22 clients).
Does Gerber/taylor Management LLC manage private funds?
Yes. It reports 38 private funds with $10.7 billion in gross assets, including hedge funds.
Does Gerber/taylor Management LLC have any disciplinary history?
Gerber/taylor Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Gerber/taylor Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →