The TAYLOR FRIGON CAPITAL MANAGEMENT GROUP is a privately held investment adviser that advises $265.77mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. TAYLOR FRIGON CAPITAL MANAGEMENT GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 31.15% over the last 5-years.
The Group has been registered with the SEC for 19.5 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 18835 N. THOMPSON PEAK PKWY SUITE C-200, SCOTTSDALE, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 6 investment and 5 non-investment staff. The total number of Employees decreased by 8.33% over the last 5-years.
Their $265.77mn in assets advised are owned by 2 private funds, 1 public fund and BDCs and 20 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $126.13mn or 47.46% of Total Assets and High Net Worth Individuals own $80.05mn or 30.12% of Total Assets.
The Group's top investment strategies include Multi Strat and Long/Short Equity, representing 78.47% and 21.53% of total assets, respectively.
They advise 6 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 2 Fund Auditors, 5 Prime Brokers, 4 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $34.59mn in assets.
The Group discloses management fees and performance-based fees.
TAYLOR FRIGON CAPITAL MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.