Taylor Derrick Capital, L.L.C. (Salt Lake City)

Name: Taylor Derrick Capital, L.L.C.
Address: 357 West 200 South, Salt Lake City, UT, 84101
Telephone: 855-702-5600

Taylor Derrick Capital, L.L.C. is a large advisory firm based in Salt Lake City. It manages $311.31 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Nevada and Utah.

Taylor Derrick Capital, L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Taylor Derrick Capital, L.L.C: assets under management

The assets under management (AUM) of Taylor Derrick Capital, L.L.C. is $311.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 107% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $311.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $38.91 million each.

Taylor Derrick Capital, L.L.C has custody of $311.31 million in cash and securities for 8 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Taylor Derrick Capital, L.L.C. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Taylor Derrick Capital, L.L.C serves?

The only and largest group of clients of Taylor Derrick Capital, L.L.C is pooled investment vehicles with 8 clients and $311.31 million of assets under management. Among the 9 most similar advisory firms, Taylor Derrick Capital, L.L.C has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $311.31 million for 8 clients. None of the firm’s clients are foreign persons or businesses.

Taylor Derrick Capital, L.L.C also advises several private funds. Namely, six real estate funds and one other private fund. The minimum investment commitment required of non-related persons ranges from $0 to $250,000.

Careers at Taylor Derrick Capital, L.L.C.

The company employs 11 people that are either part- or full-time employees. 27 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew Menlove	Cco	1 Mar 2011	Other	6719911
Andrew Jeppson Menlove	Cco	1 Mar 2011	Other	6719911
Inc. Derrick Development	Member	1 Feb 2012	75% - 100%	20-2972456
Andrew Jeppson Menlove	Chief compliance officer; vice president portfolio managment	1 Oct 2016	Other	6719911

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Rocky Rod Derrick	Shareholder	1 Mar 2011	75% - 100%	5996149

Based in Salt Lake City

The principal office where Taylor Derrick Capital, L.L.C. performs its advisory services is located at 357 West 200 South, Salt Lake City, UT 84101, which is also the mailing address of the firm. An additional office of the firm is in Henderson, NV. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 855-702-5600 or by fax 801-996-7480. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at taylorderrick.com.