Gerber/Taylor Capital Advisors

Name

Gerber/Taylor Capital Advisors

Legal name

Gerber Taylor

Website

https://gerbertaylor.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Alternative Investment Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC), Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL)

Keywords

• Alternative investments
• Investment management
• Wealth advisory
• Private equity
• Hedge funds

Headquarters

HQ city

Memphis

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Services: Gerber Taylor generates revenue through investment management fees charged for managing client assets across alternative investments including hedged strategies, private equity, real assets, opportunistic strategies, and public equities. The firm offers commingled vehicles and customized portfolio solutions.
2. Investment Advisory Services: The firm provides investment advisory services including crafting or revising investment policy statements, developing asset allocation plans, and comprehensive performance reporting. Advisory fees are charged for these professional services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels2 records

Core offering

Gerber Taylor is an independent investment management and advisory firm managing approximately $7.4 billion in assets through commingled vehicles and customized portfolio solutions. The firm delivers alternative and traditional investment strategies across hedged strategies, private equity, real assets, opportunistic investments, and public equities, supported by proprietary manager research and due diligence. It also offers investment advisory services including investment policy statements, asset allocation, and performance reporting for qualified investors.

Product overview

Gerber Taylor is an investment management and advisory firm offering a unified platform of investment solutions. The core offerings include Investment Management (with commingled vehicles providing equitable access to their best ideas) and Investment Advisory services (investment policy statements, asset allocation, and performance reporting). Their investment strategies span six key areas: Hedged Strategies (offering low correlation to traditional markets), Private Equity (including buyouts, venture capital, and co-investments), Real Assets (real estate, energy, infrastructure), Opportunistic investments, Public Equities, and a Dedicated Biotechnology Strategy (launched April 2020). They serve individuals ($5M to over $1B), family offices, endowments & foundations ($10M to greater than $250M), and Registered Investment Advisers. The firm provides Manager Research and Due Diligence as a core service supporting all strategies, with over 30 years of experience and deep relationships with innovative investment managers.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Heritage investment management solutions across asset classes with flexibility to provide complete portfolio solutions or targeted solutions to complement existing investments. Commingled vehicles provide equitable access to the firm's best investment ideas for qualified eligible persons.
• Investment Advisory Advisory services including crafting or revising investment policy statements, developing asset allocation plans, and providing comprehensive performance reporting for individuals, families, family offices, endowments, foundations, and RIAs.
• Hedged Strategies Full-spectrum hedged strategies offering attractive risk-adjusted returns with low correlation to traditional stocks and bonds; designed as valuable portfolio diversifiers.
• Private Equity Private equity offering building diverse portfolios of venture-backed and buyout companies through primary fund commitments, co-investments, and opportunistic secondaries, targeting strong absolute returns at a premium to public markets.
• Real Assets Exposure to tangible assets providing regular cash flow, inflation protection, and uncorrelated returns through selective allocations to real estate, energy, infrastructure, and other hard assets.
• Opportunistic Strategies offering particularly attractive risk/return profiles designed to be impactful at the total portfolio level; examples have included master limited partnerships, insurance-linked securities, and Japanese equities.
• Public Equities Fundamentally-driven, index-agnostic research of active managers with preference for highly-aligned, off-the-run managers implementing concentrated portfolios seeking competitive equity returns with lower volatility over full market cycles.
• Dedicated Biotechnology Strategy Focused biotechnology investment strategy targeting the biotech sector with high conviction managers who possess medical expertise and investment acumen.
• Manager Research and Due Diligence Fundamental investment research encompassing sourcing, manager research, due diligence, ongoing monitoring, and portfolio construction, with long-term relationships with high quality managers dating back more than 30 years.
• Co-Investment Program Direct co-investments alongside general partners allowing the firm to upsize exposure to attractive opportunities, eliminate blind pool risk, mitigate j-curve through immediate capital deployment, and deepen relationships with existing GPs.

Quantifiable outcome

• $7.4 billion in assets under management as of 3/31/26
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Commonfund: Specializes in alternative investment management for endowments, foundations, and other institutions — direct overlap with Gerber Taylor's institutional and alts-focused offerings.
• Cambridge Associates: Independent investment advisor focused on alternative investments for endowments, foundations, and HNW families — same core client segments and alts-led thesis as Gerber Taylor, though materially larger and global.
• Albourne Partners: Independent alts consulting and research firm serving institutional investors — direct overlap with Gerber Taylor's manager-research and due-diligence function.
• NEPC: Independent investment consultant providing alts-focused advice to endowments, foundations, and pensions — competes for the same institutional clients Gerber Taylor serves.
• Brown Brothers Harriman (BBH): Private partnership offering wealth management and alternative investment services to HNW families, endowments, and foundations — closely aligned client base and alts-centric model.
• Meketa Investment Group: Independent investment consulting and OCIO firm serving institutional clients with focus on alts — directly comparable business model to Gerber Taylor's institutional segment.

Broad incumbents

• Aon (Investment Solutions): Global investment consulting and OCIO arm of Aon — competes for the same institutional alts advisory mandates as Gerber Taylor, though as part of a much broader professional services franchise.
• Wilshire Associates: Independent investment consulting and OCIO provider with alts capabilities — competes with Gerber Taylor in institutional advisory and multi-manager portfolio construction.
• Mercer Investments: Massive global consulting and investment management firm with deep alts capabilities — competes for institutional and HNW clients though broader in scope and much larger than Gerber Taylor.
• Russell Investments: Large multi-manager/multi-asset platform with extensive alts research and consulting capabilities — broadly comparable to Gerber Taylor's manager-research-driven approach at much greater scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/gerber-taylor-management-co-

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gerber/Taylor Capital Advisors