Gerber/Taylor Management

Gerber/Taylor Management

Gerber/Taylor Management launched in 1990 as an investment advisory firm built on fundamental manager research and has remained independent ever since. Headquartered in Memphis, Tennessee, the firm operates as an employee-owned entity outside traditional financial hubs, a structure it argues strengthens long-term decision-making and manager access. Strategy mirrors its research-forward DNA. The firm deploys capital across private equity, hedge funds, and tangible assets through primary fund commitments, co-investments, and opportunistic secondaries. It targets inefficiencies in less-trafficked parts of the market, partnering with operationally intensive, industry-focused teams. On the hedge fund side, Gerber/Taylor covers the full spectrum of hedged strategies, favoring concentrated, highly aligned managers running index-agnostic books. Tangible asset allocations seek income, inflation protection, and uncorrelated returns through real estate, energy, and infrastructure. The firm has historically surfaced opportunistic ideas — such as insurance-linked securities orphaned by distressed sellers or Japanese equities — directly from its ongoing manager relationships. The firm's $7.0 billion deployment footprint (Altss estimate) sits within commingled vehicles designed to give clients equitable access to its best ideas. Gerber/Taylor operates additional offices outside Memphis, though specific locations were not detailed on its website. It customizes portfolios for individual clients, leveraging research capabilities that span both alternative and traditional assets, and notes that its employees and their families collectively rank among its top five clients by capital invested. Employee ownership and a non-gatekeeper research culture define its architecture. Rather than screening managers against broad benchmarks, the firm works to identify concentrated, off-the-run talent where alignment — meaningful GP co-investment and fair fee structures — is already embedded. This posture, sustained for three decades without a sponsorship transaction, keeps the firm's incentives tied directly to portfolio construction and client outcomes, not distribution.