Gerber/taylor Management LLC
MEMPHIS, TN
Form ADV and provider website profile · CRD 109319 · regulatory data as of Jul 1, 2026
This profile compiles reported firm AUM, regulatory account 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.
158Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
$11.4BTotal Firm AUM
$10.9BDiscretionary AUM
$559MNon-discretionary AUM
158Total accounts
43Discretionary accounts
115Non-discretionary accounts
Client Mix by Firm AUM
$11.4BFirm AUM
Other Pooled Vehicles93.6%
Corporations2.4%
Charities1.8%
Other investment advisers0.8%
High-Net-Worth0.7%
Insurance companies0.7%
Reported Client Types
Source: Form ADV client recordsOther Pooled Vehicles93.6%
38 clients$10.7B firm assets
Corporations2.4%
20 clients$279M firm assets
Charities1.8%
22 clients$200M firm assets
Other investment advisers0.8%
0 clients$97M firm assets
High-Net-Worth0.7%
15 clients$80M firm assets
Insurance companies0.7%
0 clients$80M firm assets
Reported total95 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Other Pooled Vehicles | $10.7B | 38 | 93.6% |
| Corporations | $279M | 20 | 2.4% |
| Charities | $200M | 22 | 1.8% |
| Other investment advisers | $97M | 0 | 0.8% |
| High-Net-Worth | $80M | 15 | 0.7% |
| Insurance companies | $80M | 0 | 0.7% |
| Reported total | $11.4B | 95 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…