Gerber/Taylor Management Company (Memphis)

Name: Gerber/Taylor Management Company
Address: One Commerce Square, Memphis, TN, 38103
Telephone: 901-526-9750

Gerber/Taylor Management Company is a large advisory firm based in Memphis. It manages $7.37 billion of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Tennessee, Texas, and Virginia.

Gerber/Taylor Management Company provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gerber/Taylor Management Company: assets under management

The assets under management (AUM) of Gerber/Taylor Management Company is $7.37 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 879% since the beginning of its operation, and $1.3 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $7.37 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $150.44 million each.

Gerber/Taylor Management Company has custody of $7.37 billion in cash and securities for 47 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gerber/Taylor Management Company for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Michael James Douglass serves?

The only and largest group of clients of Michael James Douglass is pooled investment vehicles with 49 clients and $7.37 billion of assets under management. Among the 10 most similar advisory firms, Gerber/Taylor Management Company has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $7.37 billion for 49 clients. 12% of the firm’s clients are foreign persons or businesses.

Gerber/Taylor Management Company also advises several private funds. Namely, forty seven hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $100,000.

Careers at Gerber/Taylor Management Company

The company employs 21 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Michael James Douglass has been acting as President since 1 Jan 1999. Simone Tullos Meeks joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Ernest Pickens	Vice president	1 Jan 1995	Other	1650374
Robert Andrew Taylor	Treasurer	1 Jan 1995	Other	1192917
Inc.(Formerly Gerber/Taylor Holdings Inc.) Gerber/Taylor Capital Advisors	Holding company	1 Jan 1998	75% - 100%	62-1422457
Charles Cole Gerber	Chief executive officer	1 Jan 1999	Other	1224694
Michael James Douglass	President	1 Jan 1999	Other	2517733
David George East	Secretary	1 Jan 1999	Other	4508349
Simone Tullos Meeks	Chief compliance officer	1 Oct 2004	Other	4866812
Simone Nicole Tullos	Chief compliance officer	1 Oct 2004	Other	4866812

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Charles Cole Gerber	Shareholder	1 Dec 1990	25% - 50%	1224694
Robert Andrew Taylor	Shareholder	1 Dec 1990	25% - 50%	1192917

Based in Memphis

The principal office where Gerber/Taylor Management Company performs its advisory services is located at One Commerce Square, Memphis, TN 38103, which is also the mailing address of the firm. An additional office of the firm is in Charlottesville, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 901-526-9750 or by fax 901-526-4385. The normal business hours are 8:00-5:00 cst/cdt on Monday - Friday. You can find more information about the New York firm at gerbertaylor.com.