Data / Investment advisers / Tennessee / Gerber/Taylor Management LLC
Gerber/Taylor Management LLC, Memphis, TN: $11.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Gerber/Taylor Management LLC is an SEC registered investment adviser with its main office in Memphis, Tennessee and reports $11.4 billion in regulatory assets under management in its Form ADV filed July 1, 2026. Its clients include pooled investment vehicles, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 38 private funds.
The request: Watch Gerber/Taylor Management LLC (CRD number 109319): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 109319
- SEC file number
- 801-56698
- SEC status
- Approved, effective July 22, 1999
- Main office
- 40 South Main Street Suite 1900, Memphis, TN 38103
- Phone
- (901) 526-9750
- Website
- gerbertaylor.com
- Regulatory AUM
- $11,419,729,032 in the Form ADV filed July 1, 2026
- Discretionary AUM
- $10,860,986,264
- Non discretionary AUM
- $558,742,768
- Accounts
- 158
- Employees
- 40, of which 19 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 38: 38 hedge funds
- Gross assets of private funds
- $10,684,707,902
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 38 | $10.68 billion |
| Corporations or other businesses | 20 | $278.7 million |
| Charitable organizations | 22 | $199.9 million |
| Other investment advisers | Fewer than 5 | $96.8 million |
| High net worth individuals | 15 | $80.2 million |
| Insurance companies | Fewer than 5 | $79.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $11.42 billion | March 31, 2026 |
| December 1, 2025 | $10.74 billion | March 28, 2025 |
Other advisers in Memphis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| B. Riley Wealth Advisors, Inc. | Memphis | $4.21 billion | Not listed | adviserinfo.sec.gov |
| Highland Capital Management, LLC | Memphis | $3.88 billion | Not listed | adviserinfo.sec.gov |
| Southeastern Asset Management Inc. | Memphis | $3.70 billion | 1 | adviserinfo.sec.gov |
| Calydon Capital, LLC | Memphis | $3.58 billion | 1 | adviserinfo.sec.gov |
| Red Door Wealth Management, LLC | Memphis | $3.09 billion | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Memphis, TN
- Investment advisers in Tennessee
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Gerber/Taylor Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.