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Weatherly Asset Management
Weatherly Asset Management was established in 1994 by Carolyn P. Taylor. The firm originated from the founding partners' prior work in investment management...
Weatherly Asset Management
Weatherly Asset Management was established in 1994 by Carolyn P. Taylor. The firm originated from the founding partners' prior work in investment management and portfolio advisory. It operates as a multi-family office providing discretionary asset management, tax and estate planning, and philanthropic advisory to high-net-worth clients. The firm deploys capital across public equities, fixed income, direct co-investments or SPVs, and fund-of-funds structures. Confirmed public positions include Eli Lilly & Co. at approximately $295 million and Apple Inc. at $90 million as of recent 13F filings. It also holds Bluerock Pvt Real Estate and maintains an ownership stake in National Advisors Trust Company. Geographic reach covers North America and Asia with indicated focus on early-stage opportunities in ClimateTech, Digital Health, Energy Transition & Renewables, and Healthcare Services. Assets under management stand at 1,678 million USD. The firm maintains relationships with custodians Charles Schwab and Fidelity. It participates in professional networks including Barron's Hall of Fame and Forbes Top Women Wealth Advisors. May 2024: Featured in InvestmentNews 5-Star Wealth Management Teams list. Leadership maintains ties to The San Diego Foundation through investment committee service. Weatherly owns an operating business in National Advisors Trust Company, which supplies trust services internally and to clients. This integration creates a distinct governance layer separating investment management from trust administration.
General information
Firm type
Multi Family Office
Year founded
1994
Location
Region
North America
Country
United States
City
Del Mar
Corporate office
2010 Jimmy Durante Blvd, Suite 220, Del Mar, CA 92014, United States
Principals
Carolyn P. Taylor
Founder, President, and Majority Owner
Brooke Boone Kelly
Partner and Wealth Management Advisor
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Weatherly Asset Management?
Carolyn P. Taylor serves as Founder, President, and Majority Owner. Brent G. Giles acts as Managing Partner. Additional partners Ashley J.S. Rosser and Brooke Boone Kelly contribute to wealth management advisory.
Does Weatherly Asset Management participate in fund commitments or only direct deals?
The firm engages in both fund-of-funds commitments and direct co-investments or SPVs. Confirmed direct exposure includes a stake in National Advisors Trust Company and positions in non-traded real estate.
What investment stages does Weatherly Asset Management typically target?
Early-stage opportunities receive indicated focus alongside public market holdings. The firm maintains exposure to startups and direct co-investments.
Where does the underlying wealth come from?
Wealth origin traces to the founding partners' careers in investment management and portfolio advisory. No specific family enterprise or industry source is publicly disclosed.
Does Weatherly Asset Management maintain philanthropic structures?
Leadership provides advisory and committee service to The San Diego Foundation and supports The San Diego Women's Foundation. Philanthropic activity is confirmed as a core service line.
How does Weatherly Asset Management source proprietary deal flow?
Sourcing occurs through professional networks, membership in groups such as Barron's Hall of Fame, and direct relationships with custodians and trust entities. No public detail on exclusive channels exists.
Is Weatherly Asset Management structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office serving multiple affluent families and institutions. Direct co-investment activity exists but remains secondary to discretionary portfolio management.
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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