Taylor Investment Advisors LP

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Assets, Funds, Holdings

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Taylor Investment Advisors LP
CRD #120057
SEC #801-61075
CIK #
AUM
Employees 7 (43% Investors, 0% Brokers)
Phone214-775-4200
Address2911 Turtle Creek Blvd
Dallas, TX 75219
Source [IAPD] [Website]
Total AUM ($M)
70056042028014002001200820162024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Taylor Insurance Series LP - Sound Point Floating Rate Fund [2013-04-01] 12.3 8.0
HF Taylor Investment Series Ltd 2012-04-03 5.4
HF Taylor Navigator Equity Long/Short Fund LP 2012-04-03 10.9
HF Taylor Navigator Macro Fund LP 2012-04-03 9.9
HF Taylor Navigator Relative Value Fund LP 2012-04-03 14.2
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 10 203.0
By Discretionary
Discretionary 9 173.5
Non-Discretionary 1 29.5
Total 10 203.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 203.0
Total 10 203.0
Form D Directors # Filings # Firms 2011 - 2025
Jason Taylor 23
Dominic Napolitano 17
Barry Cronin 14
Taylor Investment Advisors LP 9
Taylortaylor Investment Advisors LP 2
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