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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, 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.

Direct Owners & Executives

Source: Form ADV
Gerber/Taylor Capital Advisors LpHolding Company
Reported since
01/1998
Type
Domestic entity
Control person
Yes
Ownership
75% or more
Michael James DouglassPresident
Reported since
01/1999
Type
Individual
Control person
Yes
Ownership
Less than 5%
Simone Tullos MeeksChief Financial Officer Of The Private Funds
Reported since
10/2004
Type
Individual
Control person
Yes
Ownership
Less than 5%
Mary Clifton CornpropstChief Financial Officer Of The Management Company
Reported since
12/2019
Type
Individual
Control person
Yes
Ownership
Less than 5%
Darren Douglas KearnsChief Compliance Officer
Reported since
03/2022
Type
Individual
Control person
Yes
Ownership
Less than 5%
Justin Lee RikardChief Operating Officer
Reported since
06/2020
Type
Individual
Control person
Yes
Ownership
Less than 5%
Ryan Eric GibbsDirector Of Due Dilligence
Reported since
01/2024
Type
Individual
Control person
Yes
Ownership
Less than 5%

Indirect Ownership

Source: Form ADV
No indirect ownership records were reported.

Owners & Executives

Source: Form ADV
MJ
Michael James Douglass

President

ST
Simone Tullos Meeks

Chief Financial Officer Of The Private Funds

MC
Mary Clifton Cornpropst

Chief Financial Officer Of The Management Company

DD
Darren Douglas Kearns

Chief Compliance Officer

JL
Justin Lee Rikard

Chief Operating Officer

RE
Ryan Eric Gibbs

Director Of Due Dilligence

Names and titles are shown as reported in Form ADV.

Ownership & Governance

Direct owners & executives7

Indirect ownership records0

Regulatory statusSEC registered investment adviser

SEC registration dateJul 22, 1999

CRD number109319