Gerber/Taylor Management Llc
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 109319
· SEC file 801-56698
· Memphis, TN
· WWW.GERBERTAYLOR.COM
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $11.4B
- Discretionary
- $10.9B
- Clients
- 95
- Avg AUM / client
- $120M
- Accounts
- 158
- Employees
- 40
AUM over time
$2.7B
$11.4B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 15 | $80.2M | 0.7% |
| Pooled investment vehicles (non-investment companies) | 38 | $10.7B | 93.6% |
| Charitable organizations | 22 | $200M | 1.75% |
| Other investment advisers | Fewer than 5 | $96.8M | 0.85% |
| Insurance companies | Fewer than 5 | $79.5M | 0.7% |
| Corporations and other businesses | 20 | $279M | 2.44% |
Private funds (46)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $9.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gt Partners, L.P. master | Hedge Fund | Delaware | $2.7B | 874 |
| Gt Global Hedge, L.P. master | Hedge Fund | Delaware | $1.7B | 674 |
| Gt International Equity Qp Fund, Lp | Hedge Fund | Delaware | $711M | 244 |
| Gt Offshore Fund, Ltd. Class A feeder | Hedge Fund | Cayman Islands | $649M | 102 |
| Gt Offshore Fund, Ltd. Class B feeder | Hedge Fund | Cayman Islands | $429M | 65 |
| Gt Global Opportunities Ii, Llc | Hedge Fund | Delaware | $314M | 1 |
| Gt Global Opportunities, L.P. | Hedge Fund | Delaware | $266M | 4 |
| Gt U.S. Qp Fund, Lp | Hedge Fund | Delaware | $261M | 146 |
| Gt Erisa Fund, Ltd. Class A feeder | Hedge Fund | Cayman Islands | $249M | 152 |
| Gt Biotech Fund, Lp | Hedge Fund | Delaware | $247M | 295 |
| Palladian Partners Ix, Lp | Hedge Fund | Delaware | $230M | 218 |
| Gt Private Equity Xi, Lp | Hedge Fund | Delaware | $165M | 174 |
| Gt Erisa Fund, Ltd. Class B feeder | Hedge Fund | Cayman Islands | $136M | 88 |
| Gt Private Equity X, Lp | Hedge Fund | Delaware | $132M | 256 |
| Gt Asset Allocation Fund, L.P. master | Hedge Fund | Delaware | $129M | 76 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglass, Michael, James | President | Jan 1999 (28y) | Less than 5% | |
| Gerber, Charles, Cole | Chief Executive Officer | Jan 1999 (28y) | Less than 5% | |
| Meeks, Simone, Tullos | Chief Financial Officer Of The Private Funds | Oct 2004 (22y) | Less than 5% | |
| Cornpropst, Mary, Clifton | Chief Financial Officer Of The Management Company | Dec 2019 (7y) | Less than 5% | |
| Rikard, Justin, Lee | Chief Operating Officer | Jun 2020 (6y) | Less than 5% | |
| Kearns, Darren, Douglas | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Gibbs, Ryan, Eric | Director Of Due Dilligence | Jan 2024 (3y) | Less than 5% | |
| Matthew Jess Robbins | Registered representative | Dec 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gerber/Taylor Capital Advisors Lp | Holding Company | Jan 1998 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (46, $9.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gt Partners, L.P. | Hedge Fund | $2.7B | $1.0M | 874 |
| Gt Global Hedge, L.P. | Hedge Fund | $1.7B | $1.0M | 674 |
| Gt International Equity Qp Fund, Lp | Hedge Fund | $711M | $500K | 244 |
| Gt Offshore Fund, Ltd. Class A | Hedge Fund | $649M | $50.0K | 102 |
| Gt Offshore Fund, Ltd. Class B | Hedge Fund | $429M | $50.0K | 65 |
| Gt Global Opportunities Ii, Llc | Hedge Fund | $314M | $0 | 1 |
| Gt Global Opportunities, L.P. | Hedge Fund | $266M | $0 | 4 |
| Gt U.S. Qp Fund, Lp | Hedge Fund | $261M | $500K | 146 |
| Gt Erisa Fund, Ltd. Class A | Hedge Fund | $249M | $50.0K | 152 |
| Gt Biotech Fund, Lp | Hedge Fund | $247M | $250K | 295 |
| Palladian Partners Ix, Lp | Hedge Fund | $230M | $0 | 218 |
| Gt Private Equity Xi, Lp | Hedge Fund | $165M | $500K | 174 |
| Gt Erisa Fund, Ltd. Class B | Hedge Fund | $136M | $50.0K | 88 |
| Gt Private Equity X, Lp | Hedge Fund | $132M | $0 | 256 |
| Gt Asset Allocation Fund, L.P. | Hedge Fund | $129M | $0 | 76 |
| Gt Emerging Markets (Qp), L.P. | Hedge Fund | $129M | $500K | 151 |
| Gt Special Opportunities Iii, Lp | Hedge Fund | $121M | $250K | 175 |
| Palladian Partners Viii, Lp | Hedge Fund | $106M | $0 | 183 |
| Gt Private Equity X A, Lp | Hedge Fund | $88.0M | $0 | 97 |
| Gt Real Assets Iii, Lp | Hedge Fund | $83.6M | $0 | 61 |
| Gt Real Assets Ii, Lp | Hedge Fund | $75.2M | $0 | 93 |
| Gt Venture Ii, Lp | Hedge Fund | $73.5M | $1.0M | 67 |
| Palladian Partners Viii A, Lp | Hedge Fund | $70.5M | $0 | 106 |
| Gt Venture, Lp | Hedge Fund | $66.9M | $0 | 59 |
| Palladian Partners Ix A, Lp | Hedge Fund | $57.5M | $0 | 41 |
Top 25 of 46 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 7.81 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $57.3M (1% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗