# Taylor Stephens

Taylor Stephens is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** https://taylorstephens.com
- **LinkedIn:** https://www.linkedin.com/company/taylor-stephens-advisors

## Regulatory record

- **CRD number:** 110055
- **SEC file number:** 801-36895
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110055

## About

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.

## People

- Joseph A. Orlando — President

## 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.

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- [Tayan Capital Management](https://altss.com/profile/tayan-capital-management-llc)
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Last updated: 2026-07-06T01:24:26.591Z

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