Gerber/taylor Management LLC
SEC RegisteredClient-Centric. Research-Driven.
About the firm
Gerber Taylor is an investment management and advisory firm with a focus on alternative investments. The firm's heritage is rooted in deep, fundamental investment research, with over 30 years of experience and $7.4 billion in assets under management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and advisory services across hedged strategies, private equity, real assets, opportunistic strategies, and public equities, including manager research, due diligence, ongoing monitoring, and customized portfolio construction through commingled vehicles and tailored client portfolios.
Who they serve
Individuals, families and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 15 | $80M |
| Pension/Profit Sharing Plans | 38 | $10.7B |
| State/Municipal Entities | 22 | — |
26 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gerber/taylor Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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