TAYLOR DERRICK CAPITAL, L.L.C.

RIASEC RegisteredEst. 2016
Total AUM
$911M
Discretionary
$911M
100% of AUM
Avg account
$75.9M
Accounts
12
Employees
22
Advisory reps
7

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
158016
Registered since
November 29, 2016
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Taylor Derrick Capital, L.L.C. is an SEC-registered limited liability company established in 2016 that operates as a manager of pooled real estate vehicles for institutional clients. The firm serves as sponsor, general partner and managing member of pooled investment vehicles and provides portfolio management for those funds. Its compensation structure includes asset-based fees, performance-linked fees and other fee arrangements. The firm identifies itself as an active ESG investor and integrates that stance into its investment posture.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Charlton Ager

    Chief Compliance OfficerCRD 7244531

Contacts

3 of 6
  • ANDREW MENLOVE

    PartnerCRD 6719911

  • TALLY RINGWOOD

    PartnerCRD 7333059

  • ROCKY DERRICK

    Managing Partner and Co-FounderCRD 5996149

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
404 N 300 W
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth