DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Gerber/Taylor Management LLC
Latest filing Jul 1, 2026
First filing on the tape Mar 1, 2012 · 29 filings
SEC status approved since Jul 22, 1999
RAUM
$11B
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
0.7%
$80.2M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$11B
derived; firm RAUM over IAPD count
Employees
40
19 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
38
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$11B as of Jul 1, 2026
Mar 1, 2012$2.7B then
HNW client RAUM$80.2M as of Jul 1, 2026
Mar 31, 2023$88.3M then
State-registered IARs (5.B.3)1 as of Jul 1, 2026
Apr 1, 20134 then
Employees (5.A)40 as of Jul 1, 2026
Apr 1, 201319 then
Private funds38 as of Jul 1, 2026
Mar 1, 201231 then
RAUM +6.4% over the last fiscal year+7.4% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Jul 1, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $11BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.3MderivedHNW RAUM over HNW clients
- Average account
- $72.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 2.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 40.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $10B, 41 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$11B94%
- Corporations and businesses$279M2.4%
- Charitable organizations$200M1.8%
- Other investment advisers$96.8M0.8%
- High-net-worth individuals$80.2M0.7%
- Insurance companies$79.5M0.7%
- Individual clients
- n/areported
- HNW clients
- 15reported
- Pension plan clients
- n/areported
- Charitable clients
- 22reported
- Accounts
- 158reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $10B for 41 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.01 fund_share=0.94 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew Jess Robbins | Memphis, Tn | Dec 13, 2022 | 32 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
62 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Gt Partners, L.P. | Hedge Fund | $2.7B | 874 | Mar 1, 2012 |
| Gt Global Hedge, L.P. | Hedge Fund | $1.7B | 674 | Mar 1, 2012 |
| Gt International Equity Qp Fund, LP | Hedge Fund | $711M | 244 | Mar 1, 2012 |
| Gt Offshore Fund, Ltd. Class A | Hedge Fund | $649M | 102 | Mar 1, 2012 |
| Gt Offshore Fund, Ltd. Class B | Hedge Fund | $429M | 65 | Mar 1, 2012 |
| Gt Global Opportunities II, LLC | Hedge Fund | $314M | 1 | Mar 1, 2012 |
| Gt Global Opportunities, L.P. | Hedge Fund | $266M | 4 | Mar 1, 2012 |
| Gt U.S. Qp Fund, LP | Hedge Fund | $261M | 146 | Mar 1, 2012 |
| Gt Erisa Fund, Ltd. Class A | Hedge Fund | $249M | 152 | Mar 1, 2012 |
| Gt Biotech Fund, LP | Hedge Fund | $247M | 295 | Mar 26, 2021 |
| Palladian Partners Ix, LP | Hedge Fund | $230M | 218 | Mar 28, 2019 |
| Gt Private Equity Xi, LP | Hedge Fund | $165M | 174 | Mar 28, 2024 |
| Gt Erisa Fund, Ltd. Class B | Hedge Fund | $136M | 88 | Mar 1, 2012 |
| Gt Private Equity X, LP | Hedge Fund | $132M | 256 | Mar 30, 2022 |
| Gt Asset Allocation Fund, L.P. | Hedge Fund | $129M | 76 | Mar 1, 2012 |
| Gt Emerging Markets (Qp), L.P. | Hedge Fund | $129M | 151 | Mar 1, 2012 |
| Gt Special Opportunities III, LP | Hedge Fund | $121M | 175 | Mar 1, 2012 |
| Palladian Partners Viii, LP | Hedge Fund | $106M | 183 | Mar 31, 2015 |
| Gt Private Equity X-A, LP | Hedge Fund | $88.0M | 97 | Mar 30, 2022 |
| Gt Real Assets III, LP | Hedge Fund | $83.6M | 61 | Mar 27, 2020 |
| Gt Real Assets II, LP | Hedge Fund | $75.2M | 93 | Mar 30, 2016 |
| Gt Venture II, LP | Hedge Fund | $73.5M | 67 | Mar 31, 2023 |
| Palladian Partners Viii-A, LP | Hedge Fund | $70.5M | 106 | Mar 31, 2015 |
| Gt Venture, LP | Hedge Fund | $66.9M | 59 | Mar 30, 2022 |
| Gt Institutional Fixed Income, LPno longer reported | Hedge Fund | $61.9M | 36 | Mar 30, 2016 |
| Palladian Partners Ix-A, LP | Hedge Fund | $57.5M | 41 | Mar 28, 2019 |
| Gt Insurance, LP | Hedge Fund | $55.2M | 32 | Mar 30, 2016 |
| Gt Windward I, LP | Hedge Fund | $54.3M | 4 | Mar 28, 2024 |
| Gt Offshore Fund, Ltd. Class C | Hedge Fund | $54.2M | 26 | Mar 1, 2012 |
| Gt Real Assets IV, LP | Hedge Fund | $49.8M | 89 | Mar 28, 2024 |
| Gt Co-Invest, LP | Hedge Fund | $49.7M | 42 | Mar 30, 2022 |
| Gt Special Opportunities III-A, LP | Hedge Fund | $46.8M | 35 | Mar 27, 2020 |
| Gt International Equity Fund, LP | Hedge Fund | $38.7M | 42 | Mar 1, 2012 |
| Palladian Partners Vii, LP | Hedge Fund | $38.4M | 119 | Mar 1, 2012 |
| Palladian Partners V-A, LLC | Hedge Fund | $37.9M | 104 | Mar 1, 2012 |
| Gt Concentrated, L.P.no longer reported | Hedge Fund | $37.5M | 2 | Mar 30, 2016 |
| Gt U.S. Fund, LP | Hedge Fund | $36.2M | 36 | Mar 1, 2012 |
| Palladian Partners 2001, LLCno longer reported | Hedge Fund | $35.5M | 86 | Mar 1, 2012 |
| Gt Emerging Markets, L.P.no longer reported | Hedge Fund | $33.4M | 40 | Mar 1, 2012 |
| Gt Credit Opportunity Fund, LP | Hedge Fund | $28.7M | 139 | Mar 26, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Clifton Mary Cornpropst · Chief Financial Officer Of The Management Companycontrolsince 12/2019 · owns less than 5%
- James Michael Douglass · Presidentcontrolsince 01/1999 · owns less than 5%
- Cole Charles Gerber · Chief Executive Officercontrolsince 01/1999 · owns less than 5%
- Eric Ryan Gibbs · Director Of Due Dilligencecontrolsince 01/2024 · owns less than 5%
- Douglas Darren Kearns · Chief Compliance Officercontrolsince 03/2022 · owns less than 5%
- Tullos Simone Meeks · Chief Financial Officer Of The Private Fundscontrolsince 10/2004 · owns less than 5%
- Lee Justin Rikard · Chief Operating Officercontrolsince 06/2020 · owns less than 5%
Entity owners
- Gerber/Taylor Capital Advisors LP · Holding Companydirect · owns 75% or more
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX2 employees
What changed
consecutive filings, newest first
- Accounts · 193 to 158Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 21 to 19Mar 28, 2025 to Mar 31, 2026
- Charity clients · 26 to 22Mar 28, 2025 to Mar 31, 2026
- Corporate clients · 17 to 20Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 44 to 38Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $9.6B to $10BMar 28, 2025 to Mar 31, 2026
- Employees · 44 to 40Mar 28, 2025 to Mar 31, 2026
- Private funds · 44 to 38Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $10B to $11BMar 28, 2025 to Mar 31, 2026
- HNW RAUM · $62.9M to $80.2MMar 28, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $464M to $559MMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $10B to $11BMar 28, 2025 to Mar 31, 2026
- RAUM · $11B to $11BMar 28, 2025 to Mar 31, 2026
- Accounts · 208 to 193Jul 1, 2024 to Mar 28, 2025
- Charity clients · 18 to 26Jul 1, 2024 to Mar 28, 2025
- Corporate clients · 18 to 17Jul 1, 2024 to Mar 28, 2025
- HNW clients · 26 to 15Jul 1, 2024 to Mar 28, 2025
- Pooled vehicle clients · 46 to 44Jul 1, 2024 to Mar 28, 2025
- Assets in custody · $9.2B to $9.6BJul 1, 2024 to Mar 28, 2025
- Employees · 42 to 44Jul 1, 2024 to Mar 28, 2025
- Financial planning clients · unset to Jul 1, 2024 to Mar 28, 2025
- State-registered IARs · 6 to 1Jul 1, 2024 to Mar 28, 2025
- Private funds · 46 to 44Jul 1, 2024 to Mar 28, 2025
- Discretionary RAUM · $9.8B to $10BJul 1, 2024 to Mar 28, 2025
- HNW RAUM · $80.8M to $62.9MJul 1, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $567M to $464MJul 1, 2024 to Mar 28, 2025
- Pension RAUM · 5019820.0 to unsetJul 1, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $9.8B to $10BJul 1, 2024 to Mar 28, 2025
- RAUM · $10B to $11BJul 1, 2024 to Mar 28, 2025
- Accounts · 220 to 208Jul 6, 2023 to Mar 28, 2024
- Advisory employees · 22 to 21Jul 6, 2023 to Mar 28, 2024
- Charity clients · 8 to 18Jul 6, 2023 to Mar 28, 2024
- Corporate clients · 10 to 18Jul 6, 2023 to Mar 28, 2024
- HNW clients · 21 to 26Jul 6, 2023 to Mar 28, 2024
- Pooled vehicle clients · 43 to 46Jul 6, 2023 to Mar 28, 2024
- Assets in custody · $8.7B to $9.2BJul 6, 2023 to Mar 28, 2024
- Employees · 41 to 42Jul 6, 2023 to Mar 28, 2024
- State-registered IARs · 7 to 6Jul 6, 2023 to Mar 28, 2024
- Other offices · 2 to 1Jul 6, 2023 to Mar 28, 2024
- Private funds · 43 to 46Jul 6, 2023 to Mar 28, 2024
Signals
10 dated events
- George David East (Director Of Due Diligence) no longer on Schedule A of Gerber/Taylor Management Llc (listed 2023-07-06, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Eric Ryan Gibbs (Director Of Due Dilligence) appeared on Schedule A of Gerber/Taylor Management LlcMar 28, 2024 · Control person joined · fact
- Ernest William Pickens (Vice President) no longer on Schedule A of Gerber/Taylor Management Llc (listed 2022-07-01, absent 2022-12-19)Dec 19, 2022 · Control person left · inference
- Lee Justin Rikard (Chief Operating Officer) appeared on Schedule A of Gerber/Taylor Management LlcMar 30, 2022 · Control person joined · fact
- Douglas Darren Kearns (Chief Compliance Officer) appeared on Schedule A of Gerber/Taylor Management LlcMar 30, 2022 · Control person joined · fact
- Gerber/Taylor Management Llc reported RAUM $9.9B, up 41% from $7.0B (2021-07-22 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Gerber/Taylor Management Company reported succeeding to the business of Another Adviser (Form ADV Item 4)Jul 22, 2021 · Succession (Item 4) · fact
- Clifton Mary Cornpropst (Treasurer) appeared on Schedule A of Gerber/Taylor Management LlcMar 27, 2020 · Control person joined · fact
- Andrew Robert Taylor (Treasurer) no longer on Schedule A of Gerber/Taylor Management Llc (listed 2019-07-01, absent 2020-03-27)Mar 27, 2020 · Control person left · inference
- Gerber/Taylor Management Llc reported RAUM $7.9B, up 30% from $6.0B (2017-06-12 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Gerber/taylor Management LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/1098708reportedpublic record, Form ADV, Sep 17, 2026
- Website
- GERBERTAYLOR.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 901-526-9750reportedpublic record, Form ADV, Jul 1, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $11Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Gerber/Taylor Management LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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