OCIO Intelligence
Gerber/taylor Management LLC logo

Gerber/taylor Management LLC

MEMPHIS, TN

Form ADV and provider website profile · CRD 109319 · regulatory data as of Jul 1, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Gerber/taylor Management LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$11.4BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
158Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$10.9BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$559MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameGERBER/TAYLOR MANAGEMENT LLC

CRD number109319

Firm foundedNot reported

SEC registration dateJul 22, 1999

Employees40

Advisory professionals19

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

40 SOUTH MAIN STREET, MEMPHIS, TN, 38103

901-526-9750

https://www.gerbertaylor.com/

LinkedIn not reported

Firm AUM History (USD)

Source: Form ADV
$11.4B

As of Jul 1, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Other Pooled Vehicles93.6%$10.7B
Corporations2.4%$279M
Charities1.8%$200M
Other investment advisers0.8%$97M
High-Net-Worth0.7%$80M
Insurance companies0.7%$80M

Percentages and AUM are shown from the same reported Form ADV client-type records.