TAYLOR INVESTMENT ADVISORS LP
CRD #120057 SEC #801-61075 DALLAS, TX 214-775-4200
SEC Registered Private Funds
Total AUM
$203M
Discretionary
$173.5M
Employees
7
Clients
0
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2017 | $203M | $173.5M | $29.5M | 7 | 1 |
| Mar 2017 | $203M | $173.5M | $29.5M | 7 | 1 |
| Jun 2016 | $193.7M | $130.6M | $63.1M | 7 | 1 |
| May 2016 | $193.7M | $130.6M | $63.1M | 7 | 1 |
| Mar 2016 | $193.7M | $130.6M | $63.1M | 7 | 1 |
| Apr 2015 | $160.4M | $143.4M | $17M | 8 | 1 |
| Mar 2015 | $160.4M | $143.4M | $17M | 8 | 1 |
| Mar 2014 | $214.5M | $210.6M | $3.9M | 9 | 11 |
| Apr 2013 | $231.3M | $113.2M | $118.1M | 12 | 11 |
| Nov 2012 | $300.8M | $182.8M | $118.1M | 12 | 11 |
| Apr 2012 | $300.8M | $182.8M | $118.1M | 11 | 11 |
| Apr 2011 | $682.4M | $230.3M | $452.1M | -- | -- |
| Mar 2010 | $686.4M | $230.5M | $455.9M | -- | -- |
| Mar 2009 | $607.4M | $183.8M | $423.5M | -- | -- |
| Jan 2008 | $454.6M | $283.9M | $170.7M | -- | -- |
| Mar 2007 | $399.4M | $253.6M | $145.8M | -- | -- |
| Mar 2004 | $71.1M | $27.2M | $43.9M | -- | -- |
| Nov 2003 | $25.3M | $25.3M | $0 | 10 | -- |
| Apr 2002 | $0 | $0 | $0 | 10 | -- |
| Apr 2002 | $0 | $0 | $0 | 10 | -- |
DateApr 2017
Total AUM$203M
Discretionary$173.5M
Non-Disc.$29.5M
Employees7
Clients1
DateMar 2017
Total AUM$203M
Discretionary$173.5M
Non-Disc.$29.5M
Employees7
Clients1
DateJun 2016
Total AUM$193.7M
Discretionary$130.6M
Non-Disc.$63.1M
Employees7
Clients1
DateMay 2016
Total AUM$193.7M
Discretionary$130.6M
Non-Disc.$63.1M
Employees7
Clients1
DateMar 2016
Total AUM$193.7M
Discretionary$130.6M
Non-Disc.$63.1M
Employees7
Clients1
DateApr 2015
Total AUM$160.4M
Discretionary$143.4M
Non-Disc.$17M
Employees8
Clients1
DateMar 2015
Total AUM$160.4M
Discretionary$143.4M
Non-Disc.$17M
Employees8
Clients1
DateMar 2014
Total AUM$214.5M
Discretionary$210.6M
Non-Disc.$3.9M
Employees9
Clients11
DateApr 2013
Total AUM$231.3M
Discretionary$113.2M
Non-Disc.$118.1M
Employees12
Clients11
DateNov 2012
Total AUM$300.8M
Discretionary$182.8M
Non-Disc.$118.1M
Employees12
Clients11
DateApr 2012
Total AUM$300.8M
Discretionary$182.8M
Non-Disc.$118.1M
Employees11
Clients11
DateApr 2011
Total AUM$682.4M
Discretionary$230.3M
Non-Disc.$452.1M
Employees--
Clients--
DateMar 2010
Total AUM$686.4M
Discretionary$230.5M
Non-Disc.$455.9M
Employees--
Clients--
DateMar 2009
Total AUM$607.4M
Discretionary$183.8M
Non-Disc.$423.5M
Employees--
Clients--
DateJan 2008
Total AUM$454.6M
Discretionary$283.9M
Non-Disc.$170.7M
Employees--
Clients--
DateMar 2007
Total AUM$399.4M
Discretionary$253.6M
Non-Disc.$145.8M
Employees--
Clients--
DateMar 2004
Total AUM$71.1M
Discretionary$27.2M
Non-Disc.$43.9M
Employees--
Clients--
DateNov 2003
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--