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
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 7, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CRONIN, BARRY, FRANCIS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Colasurdo, Douglas, Robert | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCDONALD, KEVIN, F | I | PRINCIPAL | NA | Control |
| MCDONALD, KEVIN, F | I | PRINCIPAL | NA | Control |
| MCDONALD, KEVIN, F | I | PRINCIPAL | NA | Control |
| MCDONALD, KEVIN, F | I | PRINCIPAL | NA | Control |
| MCDONALD, KEVIN, F | I | PRINCIPAL | NA | Control |
| MCDONALD, KEVIN, F | I | PRINCIPAL | NA | Control |
| MCDONALD, KEVIN, F | I | PRINCIPAL | NA | Control |
| MCDONALD, KEVIN, F | I | PRINCIPAL | NA | Control |
| MCDONALD, KEVIN, F | I | PRINCIPAL | NA | Control |
| MCDONALD, KEVIN, F | I | PRINCIPAL | NA | Control |
| MCDONALD, KEVIN, F | I | PRINCIPAL | NA | Control |
| MCDONALD, KEVIN, F | I | PRINCIPAL | NA | |
| MCDONALD, KEVIN, FRANCIS | I | PRINCIPAL | NA | |
| MCDONALD, KEVIN, FRANCIS | I | PRINCIPAL | NA | |
| MCDONALD, KEVIN, FRANCIS | I | PRINCIPAL | NA | |
| PRATER, PAUL, DOUGLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PRATER, PAUL, DOUGLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PRATER, PAUL, DOUGLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PRATER, PAUL, DOUGLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PRATER, PAUL, DOUGLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PRATER, PAUL, DOUGLAS | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATER, PAUL, DOUGLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PRATER, PAUL, DOUGLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PRATER, PAUL, DOUGLAS | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATER, PAUL, DOUGLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PRATER, PAUL, DOUGLAS | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATER, PAUL, DOUGLAS | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATER, PAUL, DOUGLAS | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATER, PAUL, DOUGLAS | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATER, PAUL, DOUGLAS | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TALSON HOLDINGS GP LLC | DE | GENERAL PARTNER | NA | Control |
| TAYLOR, JASON, MICHAEL | I | PRINCIPAL | NA | Control |
| TAYLOR, JASON, MICHAEL | I | PRINCIPAL | NA | Control |
| TAYLOR, JASON, MICHAEL | I | PRINCIPAL | NA | Control |
| TAYLOR, JASON, MICHAEL | I | PRINCIPAL | NA | Control |
| TAYLOR, JASON, MICHAEL | I | PRINCIPAL | NA | Control |
| TAYLOR, JASON, MICHAEL | I | PRINCIPAL | NA | Control |
| TAYLOR, JASON, MICHAEL | I | PRINCIPAL | NA | Control |
| TAYLOR, JASON, MICHAEL | I | PRINCIPAL | NA | Control |
| TAYLOR, JASON, MICHAEL | I | PRINCIPAL | NA | Control |
| TAYLOR, JASON, MICHAEL | I | PRINCIPAL | NA | Control |
| TAYLOR, JASON, MICHAEL | I | PRINCIPAL | NA | Control |
| TAYLOR, JASON, MICHAEL | I | PRINCIPAL | NA | Control |
| TAYLOR, JASON, MICHAEL | I | PRINCIPAL | NA | Control |
| TAYLOR, JASON, MICHAEL | I | PRINCIPAL | NA | Control |
| TAYLOR, JASON, MICHAEL | I | PRINCIPAL | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| TIAGP INC. | DE | GENERAL PARTNER | NA | Control |
| WOODHOUSE, D, CHRISTINE | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODHOUSE, DONNA, CHRISTINE | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODHOUSE, DONNA, CHRISTINE | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODHOUSE, DONNA, CHRISTINE | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODHOUSE, DONNA, CHRISTINE | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODHOUSE, DONNA, CHRISTINE | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODHOUSE, DONNA, CHRISTINE | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODHOUSE, DONNA, CHRISTINE | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| TALSON HOLDINGS LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR WEALTH MANAGEMENT, LP | DE | LIMITED PARTNER | E | Control |
| TAYLOR, THOMAS, MALCOLM | I | LIMITED PARTNER | E | Control |
| MCDONALD, KEVIN, FRANCIS | I | LIMITED PARTNER | B | |
| TAYLOR, JASON, MICHAEL | I | LIMITED PARTNER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TALSON HOLDINGS GP LLC | DE | TALSON HOLDINGS LP | F | Control |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| TAYLOR WEALTH MANAGEMENT GP, LLC | DE | TAYLOR WEALTH MANAGEMENT, LP | F | |
| NAPOLITANO, DOMINIC, MICHAEL | I | TALSON HOLDINGS GP LLC | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIAGP INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIAGP INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIA GP, INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIAGP INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIAGP INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIAGP INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIA GP, INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIAGP INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIAGP INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIAGP INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIAGP INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIAGP INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIAGP INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIAGP INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIAGP INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIAGP INC. | E | Control |
| TAYLOR, JASON, MICHAEL | I | TIAGP INC. | E | Control |
| TAYLOR, THOMAS, MALCOLM | I | TAYLOR WEALTH MANAGEMENT GP, LLC | E | Control |
| TAYLOR, THOMAS, MALCOLM | I | TIAGP INC. | E | Control |
| TAYLOR, THOMAS, MALCOLM | I | TIAGP INC. | E | Control |
| NAPOLITANO, DOMINIC, MICHAEL | I | TALSON HOLDINGS LP | D | Control |
Registrations
Federal
IA
Apr 7, 2017 REGISTERED
Notice Filings (2)
CT TX
Address
2911 TURTLE CREEK BLVDSUITE 300
DALLAS, TX 75219
United States
Phone: 214-775-4200