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Private fund adviser · Salt Lake City, UT

Taylor Derrick Capital, L.L.C.

SEC-registered investment adviser · CRD 158016 · SEC 801-108584

At a glance

Taylor Derrick Capital, L.L.C. is an SEC-registered investment adviser based in Salt Lake City, Utah, with $911 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,408th of 4,686 private fund advisers and 5,667th of 17,210 SEC-registered advisers by assets.

Main office 801-996-7470taylorderrick.comLinkedInAs filed on Form ADV

Regulatory AUM
$911M
Rank among private fund advisers
#2,408 of 4,686
Rank among all SEC RIAs
#5,667 of 17,210
Rank in Utah
#38 of 151
Clients
12
Accounts
12
Discretionary
100% of AUM
Employees
22
Advisory staff
12
Offices
2

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Taylor Derrick Capital, L.L.C.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles12$911M100%

Private funds

Taylor Derrick Capital, L.L.C. reports 10 private funds with $211M in gross assets: real estate funds (Form ADV Item 7.B).

Disciplinary disclosures

Taylor Derrick Capital, L.L.C. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles

How it’s paid

  • A percentage of assets under management
  • Performance-based fees
  • Other

Form ADV and brochures on the SEC’s adviser search ↗taylorderrick.com ↗

AtlasMembers

The full record on Taylor Derrick Capital, L.L.C.

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, 9 years of filings
Locked
Growth over one, three and five years
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Rank against 2,192 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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Taylor Derrick Capital, L.L.C. manage?

Taylor Derrick Capital, L.L.C. reports $911 million in regulatory assets under management across 12 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.

What kind of firm is Taylor Derrick Capital, L.L.C.?

Taylor Derrick Capital, L.L.C. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Taylor Derrick Capital, L.L.C.’s clients?

By assets, its largest client types are pooled investment vehicles ($911 million, 12 clients).

Does Taylor Derrick Capital, L.L.C. manage private funds?

Yes. It reports 10 private funds with $211 million in gross assets, including real estate funds.

Does Taylor Derrick Capital, L.L.C. have any disciplinary history?

Taylor Derrick Capital, L.L.C. 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 Taylor Derrick Capital, L.L.C.’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 (2026-03-27), 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 →