Taber Asset Management L.L.C.
● SEC registered since 2026CRD 115849SEC# 801-136221
Reg. AUM
$110M
Employees
4
Accounts
101
Location
—
Taber Asset Management L.L.C. assets under management
Taber Asset Management L.L.C. is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $110 million in regulatory assets under management and employs 4 people.
Taber Asset Management L.L.C. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Emmett Taber Control | President/Chief Compliance Officer | Over 75% | 1998 |
Frequently asked questions
How much does Taber Asset Management L.L.C. manage?
Taber Asset Management L.L.C. reports $110 million in regulatory assets under management on its Form ADV.
How many employees does Taber Asset Management L.L.C. have?
Taber Asset Management L.L.C. reports 4 employees.
Does Taber Asset Management L.L.C. disclose fund performance?
Taber Asset Management L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 515-557-1860 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$110MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$110Mregulatory AUM
Discretionary $90.3MNon-discretionary $19.7M