Carolyn Person Taylor
Limited Partner, Chief Compliance OfficerWeatherly Asset Management LPCRD 1258663
About Carolyn Person Taylor
Carolyn Person Taylor is listed as Limited Partner, Chief Compliance Officer at Weatherly Asset Management LP in Del Mar, CA. Form ADV reports a beneficial ownership band of 50-75%. Carolyn Person Taylor is associated with 2 registered advisers.
Reported ownership
Owns 50-75% of Weatherly Asset Management LP
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Carolyn Person Taylor work?
Carolyn Person Taylor is listed as Limited Partner, Chief Compliance Officer at Weatherly Asset Management LP on SEC Form ADV.
How much of Weatherly Asset Management LP does Carolyn Person Taylor own?
Form ADV reports a beneficial ownership band of 50-75%.
Weatherly Asset Management LP
| Title | Limited Partner, Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 1994 |
Weatherly Asset Management LP
| Title | President |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 1994 |