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GERBER/TAYLOR MANAGEMENT LLC
CRD 109319 · SEC 801-56698
40 SOUTH MAIN STREET, SUITE 1900, MEMPHIS, TN, 38103, United States
Phone
901-526-9750
Fax
901-526-4385
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$11.42B
Discretionary AUM
$10.86B
Team
40 total employees; 19 advisory reps; 26 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $80.2M |
| Pooled investment vehicles | 38 | $10.68B |
| Charitable organizations | 22 | $199.9M |
| Corporations/business entities | 20 | $278.7M |
States served
TN, TX
All web addresses on file
Official SEC filing: View on IAPD