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Taylor Stephens
TAYLOR STEPHENS, INC. is an SEC-registered investment adviser with $39 million in regulatory assets under management. The firm manages $7 million on a...
Taylor Stephens
TAYLOR STEPHENS, INC. is an SEC-registered investment adviser with $39 million in regulatory assets under management. The firm manages $7 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Joseph A. Orlando
President
Frequently asked questions
Who runs investment decisions at Taylor Stephens?
Joseph A. Orlando is the President of Taylor Stephens and is the public-facing executive responsible for its operations and investment oversight. The office operates with a lean team, supported by external investment managers and advisors. Ultimate investment authority rests with the Orlando-led office on behalf of the undisclosed principal family.
How does Taylor Stephens source its investment opportunities?
Taylor Stephens does not operate a direct-sourcing model for private company deals. The office allocates to external fund managers, relying on relationships with established private equity, venture capital, and hedge fund firms to source investment opportunities. Its deal flow is a function of manager access and gatekeeper diligence rather than proprietary origination.
Does Taylor Stephens make direct investments or only fund commitments?
Taylor Stephens primarily allocates capital to third-party investment funds across asset classes, including public equities, fixed income, private equity, and real assets. Direct co-investments or independent deal-making are not part of its known operational profile. The office functions as an allocator and manager-selector, not a direct investor.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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