GERBER/TAYLOR MANAGEMENT LLC

Overview

Gerber/Taylor Management LLC is organized as a limited liability company and operates primarily as a hedge-fund manager and advisor to both individuals/families and institutions. The firm has been SEC-registered since 1999 and acts in multiple advisory capacities: direct portfolio management for individuals, pooled investment vehicles, and institutional clients, plus selection of other advisers. It also conducts commodity pool operator/commodity trading advisor activities. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, consistent with a manager that runs both separately managed accounts and pooled alternative vehicles. The firm is not identified as an active ESG investor. Investment activity shows a clear tilt toward equity strategies in public markets alongside extensive use of private-market and alternative strategies. Gerber/Taylor allocates capital across liquid equities and Exchange Traded Vehicles while running a large suite of private and hedge fund vehicles that serve as the primary vehicle for concentrated, less liquid strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices