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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:02 AM ET

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Simone T. Meeks

Named as an officer, director or promoter on SEC Form D filings · TN · Aug 25, 2009 → Sep 24, 2026

42deals (issuers)
$13.51Breported sold
6,258investors
294Form D filings
2009–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:19 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Simone T. Meeks is listed as an executive officer on 294 SEC Form D filings by 42 issuers between Aug 2009 and Sep 2026. Largest by amount reported sold: GT Partners, L.P. (Memphis, TN — pooled investment fund — 2010–2026; $5.49B reported sold to 1,413 investors), GT Global Hedge, L.P. (Memphis, TN — pooled investment fund — 2010–2026; $3.25B reported sold to 1,023 investors), GT International Equity QP Fund, LP (Memphis, TN — pooled investment fund — 2010–2026; $808M reported sold to 384 investors), GT Emerging Markets (QP), L.P. (Memphis, TN — pooled investment fund — 2010–2025; $489.3M reported sold to 467 investors), GT U.S. QP Fund, LP (Memphis, TN — pooled investment fund — 2010–2025; $467.5M reported sold to 249 investors) and 37 more (all listed below).

What this means That is a lot of deals — 42 separate companies raised money with this person listed as executive officer, over about 17 years. Across those companies the filings report $13.51B sold in total.

Listed alongside Michael J. Douglass (294 shared filings), Charles C. Gerber (273 shared filings), David G. East (262 shared filings), William E. Pickens (259 shared filings), Gerber/Taylor Management Company (204 shared filings, management entity) and 11 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Simone. Each name links to their own page.

All 42 issuers belong to the sponsor group Gerber Taylor (45 issuers, $17.12B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Gerber Taylor has 45 companies on file and $17.12B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 294 public filings for Simone T. Meeks and found 5 differences, 2 worth asking the sponsor about: 4 offerings reported fewer investors on a later filing; Form D filed 72 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Simone T. Meeks has not run yet — it is joining a line of 4,648 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:19 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Simone T. Meeks..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:19 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

5 differences found between the filings for Simone T. Meeks — 2 worth asking about (compared the newest 50 of 294 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jul 29, 2024 – Jul 29, 2025

4 offerings reported fewer investors on a later filing

Investor count went down between filings — GT Global Hedge, L.P. · Investor count went down between filings — GT Special Opportunities III, LP · Investor count went down between filings — GT Biotech Fund, LP · Investor count went down between filings — GT U.S. QP Fund, LP

What this means Investor counts normally only grow. Ask the sponsor what happened on each.

Form D/A (earlier) · Jul 29, 2024 ↗Form D/A (later) · Jul 29, 2025 ↗GT Global Hedge, L.P. — PartnerFacts page ↗Form D/A (earlier) · Jul 29, 2024 ↗
Sources
Worth asking · Feb 26, 2025 – May 9, 2025

Form D filed 72 days after the first sale — GT Co-Invest II, LP

The filing says the first sale was Feb 26, 2025. The Form D was filed May 9, 2025 — 72 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 57 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · May 9, 2025 ↗GT Co-Invest II, LP — PartnerFacts page ↗
Sources
Note · Oct 1, 1992 – Jul 29, 2025

9 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — GT U.S. Fund, LP (latest filing Jul 29, 2025) · No amendment in the last 12 months on an offering that may still be open — GT U.S. QP Fund, LP (latest filing Jul 29, 2025) · No amendment in the last 12 months on an offering that may still be open — GT International Equity Fund, LP (latest filing Jul 29, 2025) · No amendment in the last 12 months on an offering that may still be open — GT Emerging Markets (QP), L.P. (latest filing Jul 29, 2025) · No amendment in the last 12 months on an offering that may still be open — GT Special Opportunities III-A, LP (latest filing Jul 29, 2025) · and 4 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Jul 29, 2025 ↗GT U.S. Fund, LP — PartnerFacts page ↗Form D/A · Jul 29, 2025 ↗GT U.S. QP Fund, LP — PartnerFacts page ↗
Sources
Note · Mar 10, 2010 – Mar 12, 2015

9 issuers changed their reported size band between filings

Reported net asset value range changed between filings — GT Partners, L.P. · Reported net asset value range changed between filings — GT ASSET ALLOCATION FUND, L.P. · Reported net asset value range changed between filings — GT Global Hedge, L.P. · Reported net asset value range changed between filings — GT Special Opportunities III, LP · Reported net asset value range changed between filings — GT Emerging Markets (QP), L.P. · and 4 more

What this means The size band is self-reported. Ask for current numbers.

Form D/A · Mar 10, 2010 ↗Form D/A · Mar 12, 2015 ↗GT Partners, L.P. — PartnerFacts page ↗Form D/A · Mar 10, 2010 ↗
Sources
Note · Jul 29, 2025 – Jul 29, 2026

Minimum investment changed between filings — GT Biotech Fund, LP

The Jul 29, 2025 filing lists a minimum of $16,000; the Jul 29, 2026 Form D/A lists $5,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jul 29, 2025 ↗Form D/A (later) · Jul 29, 2026 ↗GT Biotech Fund, LP — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 294 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

5 of 42 offerings report sales commissions totalling $5,889,014; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 24, 2026 D/A
GT Venture III, LP
File 021-598317
$0$0$0None listed on this filingEDGAR ↗
Jul 29, 2026 D/A
GT ASSET ALLOCATION FUND, L.P.
File 021-93244-6A
$0$0$0None listed on this filingEDGAR ↗
Jul 29, 2026 D/A
GT Global Hedge, L.P.
File 021-93256-4A
$2,875,930 (est.)$0$0AMD Capital, LLC BrokerCheck CRD 121539 ↗
Morgan Keegan & Company, LLC BrokerCheck CRD 4161 ↗		EDGAR ↗
Jul 29, 2026 D/A
GT Partners, L.P.
File 021-87151-8A
$3,006,390 (est.)$0$0AMD Capital, LLC BrokerCheck CRD 121539 ↗
Morgan Keegan & Company, LLC BrokerCheck CRD 4161 ↗		EDGAR ↗
Jul 29, 2026 D/A
GT International Equity QP Fund, LP
File 021-96057
$1,541 (est.)$0$0Lion Street Financial, LLC BrokerCheck CRD 165828 ↗EDGAR ↗
Jul 29, 2026 D/A
GT Special Opportunities III, LP
File 021-163420
$0$0$0None listed on this filingEDGAR ↗
Jul 29, 2026 D/A
GT Biotech Fund, LP
File 021-362969
$0$0$0AMD Capital, LLC BrokerCheck CRD 121539 ↗
Harbor Financial Services, LLC BrokerCheck CRD 25700 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗		EDGAR ↗
Mar 3, 2026 D
GT Private Equity XII, LP
File 021-575264
$0$0$0None listed on this filingEDGAR ↗
Jul 29, 2025 D/A
GT Emerging Markets (QP), L.P.
File 021-129801
$3,666 (est.)$0$0Lion Street Financial, LLC BrokerCheck CRD 165828 ↗EDGAR ↗
Jul 29, 2025 D/A
GT International Equity Fund, LP
File 021-96038
$0$0$0None listed on this filingEDGAR ↗
Jul 29, 2025 D/A
GT U.S. QP Fund, LP
File 021-96058
$1,487 (est.)$0$0Lion Street Financial, LLC BrokerCheck CRD 165828 ↗EDGAR ↗
Jul 29, 2025 D/A
GT U.S. Fund, LP
File 021-96036
$0$0$0None listed on this filingEDGAR ↗
Jul 29, 2025 D/A
GT Special Opportunities III-A, LP
File 021-330636
$0$0$0None listed on this filingEDGAR ↗
May 9, 2025 D
GT Co-Invest II, LP
File 021-545643
$0$0$0None listed on this filingEDGAR ↗
May 2, 2024 D/A
GT Private Equity XI, LP
File 021-480617
$0$0$0None listed on this filingEDGAR ↗
Oct 13, 2023 D/A
GT Real Assets IV, LP
File 021-461601
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2023 D
GT Windward I, LP
File 021-472514
$0$0$0
The Investment Manager will receive a fee based on each limited partner's capital account balance and the General Partner will receive Incentive Allocations as set forth in the offering materials.
None listed on this filingEDGAR ↗
Jul 29, 2022 D/A
GT Insurance, LP
File 021-150147
$0$0$0None listed on this filingEDGAR ↗
Jul 29, 2022 D/A
GT Insurance II, LP
File 021-288310
$0$0$0None listed on this filingEDGAR ↗
Apr 4, 2022 D/A
GT Private Equity X-A, LP
File 021-397719
$0$0$0None listed on this filingEDGAR ↗
Jan 31, 2022 D
GT Venture II, LP
File 021-431582
$0$0$0 (est.)
The Investment Manager will receive a fee based on each limited partner's capital account balance and the General Partner will receive Incentive Allocations as set forth in the offering materials.
None listed on this filingEDGAR ↗
Aug 20, 2021 D/A
GT Co-Invest, LP
File 021-397665
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2021 D/A
GT EMERGING MARKETS L P
File 021-91766-4A
$0$0$0None listed on this filingEDGAR ↗
Jul 30, 2021 D/A
GT Private Equity X, LP
File 021-397725
$0$0$0None listed on this filingEDGAR ↗
Feb 12, 2021 D
GT Venture, LP
File 021-389362
$0$0$0None listed on this filingEDGAR ↗
Aug 3, 2020 D
GT Credit Opportunity Fund, LP
File 021-372353
$0$0$0None listed on this filingEDGAR ↗
Mar 16, 2020 D/A
GT MLP FUND, LP
File 021-121461
$0$0$0None listed on this filingEDGAR ↗
Jan 17, 2020 D/A
GT Institutional Fixed Income Fund, LP
File 021-232303
$0$0$0None listed on this filingEDGAR ↗
Jan 17, 2019 D/A
GT Fixed Income Fund, LP
File 021-96037
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2018 D
Palladian Partners IX, LP
File 021-306443
$0$0$0None listed on this filingEDGAR ↗
Feb 26, 2018 D
Palladian Partners IX-A, LP
File 021-306449
$0$0$0None listed on this filingEDGAR ↗
Jan 12, 2018 D/A
GT ILS Fund, LP
File 021-278208
$0$0$0None listed on this filingEDGAR ↗
Aug 31, 2016 D/A
GT Real Assets II, LP
File 021-246743
$0$0$0None listed on this filingEDGAR ↗
Aug 3, 2015 D/A
Palladian Partners VIII-A, LP
File 021-222167
$0$0$0None listed on this filingEDGAR ↗
Aug 3, 2015 D/A
Palladian Partners VIII, LP
File 021-222163
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2015 D/A
GT KOREA LLC
File 021-96864
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2014 D/A
GT GLOBAL OPPORTUNITIES II LLC
File 021-129734
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2014 D/A
GT GLOBAL OPPORTUNITIES LP
File 021-129735
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2014 D/A
GT INSTITUTIONAL INVESTORS, L.P.
File 021-129736
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2013 D/A
GT Special Opportunities II, LP
File 021-133925
$0$0$0None listed on this filingEDGAR ↗
Jan 4, 2013 D
GT Real Assets, LP
File 021-189535
$0$0$0None listed on this filingEDGAR ↗
Jun 1, 2012 D/A
Palladian Partners VII, LP
File 021-160663
$0$0$0
Gerber/Taylor Management Company, general partner of the issuers, will receive a management fee equal to 1% of the aggregate capital contributed by investors or the amount invested in securities by the issuers, subject to certain limitations.
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 42

Every issuer that named Simone T. Meeks on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

GV
Pooled Investment Fund · group: Gerber Taylor

GT Venture III, LP

Memphis, TN · Sep 22, 2026 → Sep 24, 2026 · 2 filings
  • Sep 24, 2026 · D/A · $25,050,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Sep 22, 2026 · D · $25,050,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗

Raised $25.1M from 2 investors as of the latest filing. Simone is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GP
Pooled Investment Fund · group: Gerber Taylor

GT Partners, L.P.

Memphis, TN · Mar 10, 2010 → Jul 29, 2026 · 18 filings
  • Jul 29, 2026 · D/A · $5,485,306,968 sold of Indefinite · 1,413 investors · min. $500 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2025 · D/A · $4,229,692,128 sold of Indefinite · 1,359 investors · min. $500 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2024 · D/A · $3,738,956,921 sold of Indefinite · 1,299 investors · min. $500 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 28, 2023 · D/A · $3,607,482,390 sold of Indefinite · 1,208 investors · min. $500 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2022 · D/A · $3,392,290,824 sold of Indefinite · 1,147 investors · min. $500 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 30, 2021 · D/A · $3,024,244,750 sold of Indefinite · 1,074 investors · min. $500 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Mar 16, 2021 · D/A · $2,919,579,394 sold of Indefinite · 1,050 investors · min. $500 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 16, 2020 · D/A · $2,823,997,623 sold of Indefinite · 975 investors · min. $500 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2019 · D/A · $2,760,168,712 sold of Indefinite · 960 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2018 · D/A · $2,727,399,109 sold of Indefinite · 940 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2017 · D/A · $2,549,321,687 sold of Indefinite · 889 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2016 · D/A · $2,442,900,302 sold of Indefinite · 860 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2015 · D/A · $2,258,865,221 sold of Indefinite · 824 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the Managing Member of the Issuer) EDGAR ↗
  • Mar 12, 2014 · D/A · $2,140,760,190 sold of Indefinite · 754 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $1,918,194,946 sold of Indefinite · 722 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $1,817,524,370 sold of Indefinite · 674 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $1,701,402,380 sold of Indefinite · 696 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $1,501,463,926 sold of Indefinite · 636 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $5.49B from 1,413 investors as of the latest filing. Simone is listed as executive officer on 18 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GA
Pooled Investment Fund · group: Gerber Taylor

GT ASSET ALLOCATION FUND, L.P.

Memphis, TN · Mar 10, 2010 → Jul 29, 2026 · 18 filings
  • Jul 29, 2026 · D/A · $397,754,516 sold of Indefinite · 172 investors · min. $2,000 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2025 · D/A · $396,077,706 sold of Indefinite · 172 investors · min. $2,000 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC Company, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2024 · D/A · $371,592,846 sold of Indefinite · 170 investors · min. $2,000 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC Company, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 28, 2023 · D/A · $370,115,592 sold of Indefinite · 169 investors · min. $2,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC Company, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2022 · D/A · $365,933,213 sold of Indefinite · 165 investors · min. $2,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC Company, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 30, 2021 · D/A · $361,126,343 sold of Indefinite · 162 investors · min. $2,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC Company, the Investment Manager of the Issuer) EDGAR ↗
  • Mar 16, 2021 · D/A · $359,056,156 sold of Indefinite · 161 investors · min. $2,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 16, 2020 · D/A · $355,177,956 sold of Indefinite · 156 investors · min. $2,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2019 · D/A · $352,287,856 sold of Indefinite · 156 investors · min. $5,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2018 · D/A · $349,522,748 sold of Indefinite · 156 investors · min. $5,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2017 · D/A · $339,226,998 sold of Indefinite · 155 investors · min. $5,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2016 · D/A · $332,009,897 sold of Indefinite · 154 investors · min. $5,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2015 · D/A · $312,302,795 sold of Indefinite · 153 investors · min. $5,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2014 · D/A · $293,519,035 sold of Indefinite · 148 investors · min. $5,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $281,805,773 sold of Indefinite · 147 investors · min. $5,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $268,836,470 sold of Indefinite · 145 investors · min. $5,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $253,523,634 sold of Indefinite · 145 investors · min. $5,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $233,938,095 sold of Indefinite · 143 investors · min. $5,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $397.8M from 172 investors as of the latest filing. Simone is listed as executive officer on 18 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GG
Pooled Investment Fund · group: Gerber Taylor

GT Global Hedge, L.P.

Memphis, TN · Mar 10, 2010 → Jul 29, 2026 · 18 filings
  • Jul 29, 2026 · D/A · $3,245,830,644 sold of Indefinite · 1,023 investors · min. $625 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2025 · D/A · $3,099,799,679 sold of Indefinite · 996 investors · min. $625 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2024 · D/A · $2,787,298,872 sold of Indefinite · 1,003 investors · min. $625 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 28, 2023 · D/A · $2,768,888,872 sold of Indefinite · 972 investors · min. $625 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2022 · D/A · $2,704,133,578 sold of Indefinite · 951 investors · min. $625 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 30, 2021 · D/A · $2,511,974,525 sold of Indefinite · 917 investors · min. $625 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Mar 16, 2021 · D/A · $2,419,705,490 sold of Indefinite · 898 investors · min. $625 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management) EDGAR ↗
  • Mar 16, 2020 · D/A · $2,335,193,696 sold of Indefinite · 855 investors · min. $625 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2019 · D/A · $2,264,165,516 sold of Indefinite · 825 investors · min. $5,286 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2018 · D/A · $2,227,425,361 sold of Indefinite · 807 investors · min. $5,286 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2017 · D/A · $2,169,676,178 sold of Indefinite · 785 investors · min. $5,286 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2016 · D/A · $2,166,477,877 sold of Indefinite · 764 investors · min. $5,286 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2015 · D/A · $2,040,385,707 sold of Indefinite · 734 investors · min. $5,286 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2014 · D/A · $1,943,892,751 sold of Indefinite · 691 investors · min. $5,286 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $1,765,118,761 sold of Indefinite · 659 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $1,663,308,359 sold of Indefinite · 625 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $1,357,100,616 sold of Indefinite · 576 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $1,070,345,094 sold of Indefinite · 498 investors · min. $25,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $3.25B from 1,023 investors as of the latest filing. Simone is listed as executive officer on 18 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GI
Pooled Investment Fund · group: Gerber Taylor

GT International Equity QP Fund, LP

Memphis, TN · Mar 10, 2010 → Jul 29, 2026 · 19 filings
  • Jul 29, 2026 · D/A · $807,973,312 sold of Indefinite · 384 investors · min. $303 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2025 · D/A · $777,639,328 sold of Indefinite · 376 investors · min. $303 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2024 · D/A · $753,711,091 sold of Indefinite · 375 investors · min. $303 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 28, 2023 · D/A · $752,096,091 sold of Indefinite · 373 investors · min. $303 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2022 · D/A · $738,154,709 sold of Indefinite · 365 investors · min. $303 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 30, 2021 · D/A · $712,490,055 sold of Indefinite · 353 investors · min. $303 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Mar 16, 2021 · D/A · $700,492,683 sold of Indefinite · 348 investors · min. $303 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management) EDGAR ↗
  • Mar 16, 2020 · D/A · $633,416,064 sold of Indefinite · 334 investors · min. $303 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2019 · D/A · $595,252,763 sold of Indefinite · 320 investors · min. $30,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2019 · D/A · $585,988,722 sold of Indefinite · 315 investors · min. $30,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2018 · D/A · $567,662,531 sold of Indefinite · 269 investors · min. $30,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2017 · D/A · $503,836,313 sold of Indefinite · 269 investors · min. $30,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 15, 2016 · D/A · $499,982,080 sold of Indefinite · 263 investors · min. $30,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 15, 2015 · D/A · $469,900,829 sold of Indefinite · 244 investors · min. $30,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2014 · D/A · $437,399,568 sold of Indefinite · 231 investors · min. $30,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $327,433,600 sold of Indefinite · 203 investors · min. $30,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $311,971,479 sold of Indefinite · 182 investors · min. $30,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $279,780,428 sold of Indefinite · 171 investors · min. $30,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $223,214,155 sold of Indefinite · 145 investors · min. $30,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $808M from 384 investors as of the latest filing. Simone is listed as executive officer on 19 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GS
Pooled Investment Fund · group: Gerber Taylor

GT Special Opportunities III, LP

Memphis, TN · Jul 25, 2011 → Jul 29, 2026 · 17 filings
  • Jul 29, 2026 · D/A · $199,319,991 sold of Indefinite · 261 investors · min. $750 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2025 · D/A · $156,528,564 sold of Indefinite · 245 investors · min. $750 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2024 · D/A · $147,935,375 sold of Indefinite · 248 investors · min. $750 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 28, 2023 · D/A · $147,265,375 sold of Indefinite · 245 investors · min. $750 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2022 · D/A · $144,042,105 sold of Indefinite · 238 investors · min. $750 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 30, 2021 · D/A · $124,711,530 sold of Indefinite · 222 investors · min. $750 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Mar 16, 2021 · D/A · $120,333,548 sold of Indefinite · 220 investors · min. $750 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management) EDGAR ↗
  • Mar 16, 2020 · D/A · $109,479,095 sold of Indefinite · 205 investors · min. $750 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2019 · D/A · $86,647,853 sold of Indefinite · 152 investors · min. $37,500 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2018 · D/A · $71,660,067 sold of Indefinite · 129 investors · min. $37,500 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2017 · D/A · $65,079,821 sold of Indefinite · 123 investors · min. $37,500 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2016 · D/A · $52,807,821 sold of Indefinite · 96 investors · min. $37,500 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2015 · D/A · $52,782,822 sold of Indefinite · 96 investors · min. $37,500 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2014 · D/A · $52,523,234 sold of Indefinite · 101 investors · min. $37,500 · role: Executive Officer (Chief Compliance Officer and CFO of Gerber/Taylor Management Company, General Partner of Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $38,116,267 sold of Indefinite · 64 investors · min. $40,000 · role: Executive Officer (Chief Compliance Officer and CFO of Gerber/Taylor Management Company, General Partner of Issuer) EDGAR ↗
  • Jul 25, 2012 · D/A · $33,236,500 sold of Indefinite · 51 investors · min. $40,000 · role: Executive Officer (CFO of Gerber/Taylor Management Company, General Partner of Issuer) EDGAR ↗
  • Jul 25, 2011 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (CFO of Gerber/Taylor Management Company, General Partner of Issuer) EDGAR ↗

Raised $199.3M from 261 investors as of the latest filing. Simone is listed as executive officer on 17 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GB
Pooled Investment Fund · group: Gerber Taylor

GT Biotech Fund, LP

Memphis, TN · Mar 16, 2020 → Jul 29, 2026 · 9 filings
  • Jul 29, 2026 · D/A · $233,540,857 sold of Indefinite · 314 investors · min. $5,000 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2025 · D/A · $229,257,953 sold of Indefinite · 304 investors · min. $16,000 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2024 · D/A · $221,588,865 sold of Indefinite · 313 investors · min. $16,000 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 28, 2023 · D/A · $217,038,865 sold of Indefinite · 297 investors · min. $16,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2022 · D/A · $194,584,265 sold of Indefinite · 276 investors · min. $16,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 30, 2021 · D/A · $104,447,958 sold of Indefinite · 203 investors · min. $16,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Mar 16, 2021 · D/A · $61,216,436 sold of Indefinite · 132 investors · min. $16,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Apr 13, 2020 · D/A · $15,965,000 sold of Indefinite · 50 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 16, 2020 · D · $0 sold of Indefinite · 0 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $233.5M from 314 investors as of the latest filing. Simone is listed as executive officer on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GP
Pooled Investment Fund · group: Gerber Taylor

GT Private Equity XII, LP

Memphis, TN · Mar 3, 2026
  • Mar 3, 2026 · D · $8,700,000 sold of $250,000,000 · 13 investors · min. $250,000 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗

Raised $8.7M from 13 investors (3% of the $250M target) as of the latest filing. Simone is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GU
Pooled Investment Fund · group: Gerber Taylor

GT U.S. Fund, LP

Memphis, TN · Mar 10, 2010 → Jul 29, 2025 · 17 filings
  • Jul 29, 2025 · D/A · $133,460,901 sold of Indefinite · 92 investors · min. $35,596 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2024 · D/A · $133,460,901 sold of Indefinite · 92 investors · min. $35,596 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 28, 2023 · D/A · $133,460,901 sold of Indefinite · 92 investors · min. $35,596 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2022 · D/A · $133,227,204 sold of Indefinite · 92 investors · min. $35,596 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 30, 2021 · D/A · $132,156,412 sold of Indefinite · 92 investors · min. $35,596 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jan 15, 2021 · D/A · $133,477,224 sold of Indefinite · 90 investors · min. $35,596 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2020 · D/A · $131,206,412 sold of Indefinite · 88 investors · min. $35,596 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2019 · D/A · $130,233,995 sold of Indefinite · 88 investors · min. $35,596 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2018 · D/A · $122,241,075 sold of Indefinite · 83 investors · min. $35,596 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2017 · D/A · $117,981,075 sold of Indefinite · 81 investors · min. $35,596 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 15, 2016 · D/A · $115,160,217 sold of Indefinite · 76 investors · min. $35,596 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 15, 2015 · D/A · $110,703,100 sold of Indefinite · 73 investors · min. $35,596 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2014 · D/A · $104,398,800 sold of Indefinite · 69 investors · min. $35,596 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $100,017,800 sold of Indefinite · 65 investors · min. $35,596 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $97,008,800 sold of Indefinite · 63 investors · min. $35,596 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $93,420,050 sold of Indefinite · 59 investors · min. $130,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $87,993,997 sold of Indefinite · 55 investors · min. $130,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $133.5M from 92 investors as of the latest filing. Simone is listed as executive officer on 17 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GU
Pooled Investment Fund · group: Gerber Taylor

GT U.S. QP Fund, LP

Memphis, TN · Mar 10, 2010 → Jul 29, 2025 · 18 filings
  • Jul 29, 2025 · D/A · $467,507,043 sold of Indefinite · 248 investors · min. $2,068 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2024 · D/A · $454,541,909 sold of Indefinite · 249 investors · min. $2,068 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 28, 2023 · D/A · $454,266,909 sold of Indefinite · 248 investors · min. $2,068 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2022 · D/A · $445,434,310 sold of Indefinite · 246 investors · min. $2,068 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 30, 2021 · D/A · $439,860,929 sold of Indefinite · 238 investors · min. $2,068 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Mar 16, 2021 · D/A · $438,885,929 sold of Indefinite · 234 investors · min. $2,068 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management) EDGAR ↗
  • Mar 16, 2020 · D/A · $421,830,639 sold of Indefinite · 230 investors · min. $2,068 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2019 · D/A · $409,038,271 sold of Indefinite · 225 investors · min. $35,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2019 · D/A · $407,859,271 sold of Indefinite · 224 investors · min. $35,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2018 · D/A · $403,966,071 sold of Indefinite · 219 investors · min. $35,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2017 · D/A · $385,231,768 sold of Indefinite · 202 investors · min. $35,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 15, 2016 · D/A · $381,591,085 sold of Indefinite · 200 investors · min. $35,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 15, 2015 · D/A · $367,471,935 sold of Indefinite · 191 investors · min. $35,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2014 · D/A · $351,313,769 sold of Indefinite · 182 investors · min. $35,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $279,170,650 sold of Indefinite · 160 investors · min. $35,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $266,140,024 sold of Indefinite · 141 investors · min. $35,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $242,281,831 sold of Indefinite · 134 investors · min. $35,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $214,309,557 sold of Indefinite · 114 investors · min. $35,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $467.5M from 249 investors as of the latest filing. Simone is listed as executive officer on 18 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GI
Pooled Investment Fund · group: Gerber Taylor

GT International Equity Fund, LP

Memphis, TN · Mar 10, 2010 → Jul 29, 2025 · 17 filings
  • Jul 29, 2025 · D/A · $143,269,289 sold of Indefinite · 107 investors · min. $50,000 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2024 · D/A · $142,763,901 sold of Indefinite · 107 investors · min. $50,000 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 28, 2023 · D/A · $142,763,901 sold of Indefinite · 107 investors · min. $50,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2022 · D/A · $142,575,364 sold of Indefinite · 107 investors · min. $50,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 30, 2021 · D/A · $140,225,636 sold of Indefinite · 107 investors · min. $50,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jan 19, 2021 · D/A · $143,619,618 sold of Indefinite · 105 investors · min. $50,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2020 · D/A · $138,579,804 sold of Indefinite · 104 investors · min. $50,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2019 · D/A · $134,885,523 sold of Indefinite · 102 investors · min. $50,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2018 · D/A · $132,939,165 sold of Indefinite · 99 investors · min. $50,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2017 · D/A · $126,246,921 sold of Indefinite · 96 investors · min. $50,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 15, 2016 · D/A · $107,055,845 sold of Indefinite · 90 investors · min. $50,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 15, 2015 · D/A · $103,194,590 sold of Indefinite · 86 investors · min. $60,402 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2014 · D/A · $90,688,398 sold of Indefinite · 76 investors · min. $60,402 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $86,535,898 sold of Indefinite · 71 investors · min. $60,402 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $83,546,898 sold of Indefinite · 68 investors · min. $60,402 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $78,933,148 sold of Indefinite · 63 investors · min. $95,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $76,345,135 sold of Indefinite · 59 investors · min. $95,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $143.6M from 107 investors as of the latest filing. Simone is listed as executive officer on 17 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GE
Pooled Investment Fund · group: Gerber Taylor

GT Emerging Markets (QP), L.P.

Memphis, TN · Mar 10, 2010 → Jul 29, 2025 · 17 filings
  • Jul 29, 2025 · D/A · $489,290,344 sold of Indefinite · 467 investors · min. $15,000 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2024 · D/A · $486,755,778 sold of Indefinite · 462 investors · min. $15,000 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 28, 2023 · D/A · $486,595,878 sold of Indefinite · 460 investors · min. $15,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2022 · D/A · $485,504,639 sold of Indefinite · 457 investors · min. $15,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 30, 2021 · D/A · $462,681,903 sold of Indefinite · 434 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Mar 16, 2021 · D/A · $462,441,903 sold of Indefinite · 429 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 16, 2020 · D/A · $459,875,653 sold of Indefinite · 412 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2019 · D/A · $447,912,665 sold of Indefinite · 404 investors · min. $10,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2018 · D/A · $440,013,953 sold of Indefinite · 390 investors · min. $10,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2017 · D/A · $420,676,364 sold of Indefinite · 364 investors · min. $10,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2016 · D/A · $411,528,364 sold of Indefinite · 358 investors · min. $10,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2015 · D/A · $394,363,477 sold of Indefinite · 321 investors · min. $10,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2014 · D/A · $372,503,059 sold of Indefinite · 285 investors · min. $10,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $263,795,355 sold of Indefinite · 256 investors · min. $10,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $250,886,456 sold of Indefinite · 241 investors · min. $10,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $237,824,343 sold of Indefinite · 232 investors · min. $10,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $223,942,644 sold of Indefinite · 216 investors · min. $10,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $489.3M from 467 investors as of the latest filing. Simone is listed as executive officer on 17 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GS
Pooled Investment Fund · group: Gerber Taylor

GT Special Opportunities III-A, LP

Memphis, TN · Jan 15, 2019 → Jul 29, 2025 · 9 filings
  • Jul 29, 2025 · D/A · $63,130,066 sold of Indefinite · 52 investors · min. $10,000 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2024 · D/A · $62,930,066 sold of Indefinite · 52 investors · min. $10,000 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 28, 2023 · D/A · $62,930,066 sold of Indefinite · 52 investors · min. $10,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 29, 2022 · D/A · $62,652,298 sold of Indefinite · 52 investors · min. $10,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 30, 2021 · D/A · $60,885,593 sold of Indefinite · 51 investors · min. $10,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Mar 16, 2021 · D/A · $60,810,593 sold of Indefinite · 50 investors · min. $10,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 16, 2020 · D/A · $57,971,773 sold of Indefinite · 49 investors · min. $10,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2019 · D/A · $49,371,359 sold of Indefinite · 45 investors · min. $20,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 15, 2019 · D · $45,798,015 sold of Indefinite · 37 investors · min. $20,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $63.1M from 52 investors as of the latest filing. Simone is listed as executive officer on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GC
Pooled Investment Fund · group: Gerber Taylor

GT Co-Invest II, LP

Memphis, TN · May 9, 2025
  • May 9, 2025 · D · $36,200,000 sold of $75,000,000 · 7 investors · min. $100,000 · role: Executive Officer (Chief Financial Officer of the Private Funds of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗

Raised $36.2M from 7 investors (48% of the $75M target) as of the latest filing. Simone is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GP
Pooled Investment Fund · group: Gerber Taylor

GT Private Equity XI, LP

Memphis, TN · May 2, 2023 → May 2, 2024 · 2 filings
  • May 2, 2024 · D/A · $179,820,000 sold of $250,000,000 · 193 investors · min. $500,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • May 2, 2023 · D · $8,500,000 sold of $250,000,000 · 13 investors · min. $500,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗

Raised $179.8M from 193 investors (72% of the $250M target) as of the latest filing. Simone is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GR
Pooled Investment Fund · group: Gerber Taylor

GT Real Assets IV, LP

Memphis, TN · Oct 13, 2022 → Oct 13, 2023 · 2 filings
  • Oct 13, 2023 · D/A · $45,895,000 sold of $75,000,000 · 78 investors · min. $500,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Oct 13, 2022 · D · $12,050,000 sold of $75,000,000 · 8 investors · min. $500,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗

Raised $45.9M from 78 investors (61% of the $75M target) as of the latest filing. Simone is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GW
Pooled Investment Fund · group: Gerber Taylor

GT Windward I, LP

Memphis, TN · Feb 3, 2023
  • Feb 3, 2023 · D · $53,000,000 sold of Indefinite · 2 investors · min. $1,000,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗

Raised $53M from 2 investors as of the latest filing. Simone is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GI
Pooled Investment Fund · group: Gerber Taylor

GT Insurance II, LP

Memphis, TN · Jun 8, 2017 → Jul 29, 2022 · 7 filings
  • Jul 29, 2022 · D/A · $21,270,000 sold of Indefinite · 1 investors · min. $460,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 30, 2021 · D/A · $18,270,000 sold of Indefinite · 1 investors · min. $460,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Mar 16, 2021 · D/A · $18,270,000 sold of Indefinite · 1 investors · min. $460,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management) EDGAR ↗
  • Mar 16, 2020 · D/A · $15,870,000 sold of Indefinite · 1 investors · min. $460,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jun 7, 2019 · D/A · $15,410,000 sold of Indefinite · 1 investors · min. $6,940,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jun 8, 2018 · D/A · $13,410,000 sold of Indefinite · 1 investors · min. $6,940,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jun 8, 2017 · D · $6,940,000 sold of Indefinite · 1 investors · min. $6,940,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $21.3M from 1 investor as of the latest filing. Simone is listed as executive officer on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GI
Pooled Investment Fund · group: Gerber Taylor

GT Insurance, LP

Memphis, TN · Nov 8, 2010 → Jul 29, 2022 · 10 filings
  • Jul 29, 2022 · D/A · $37,893,452 sold of Indefinite · 3 investors · min. $300,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 30, 2021 · D/A · $37,375,803 sold of Indefinite · 3 investors · min. $300,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jan 15, 2021 · D/A · $37,170,429 sold of Indefinite · 2 investors · min. $488,080 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2020 · D/A · $36,422,938 sold of Indefinite · 2 investors · min. $488,080 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2019 · D/A · $31,602,006 sold of Indefinite · 2 investors · min. $488,080 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2018 · D/A · $30,823,266 sold of Indefinite · 2 investors · min. $488,080 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2017 · D/A · $28,891,972 sold of Indefinite · 2 investors · min. $488,080 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 15, 2016 · D/A · $24,017,465 sold of Indefinite · 2 investors · min. $488,080 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 15, 2015 · D/A · $6,400,000 sold of Indefinite · 1 investors · min. $6,400,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Nov 8, 2010 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (CFO of Gerber/Taylor Management Company, General Partner of Issuer) EDGAR ↗

Raised $37.9M from 3 investors as of the latest filing. Simone is listed as executive officer on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GP
Pooled Investment Fund · group: Gerber Taylor

GT Private Equity X-A, LP

Memphis, TN · Apr 30, 2021 → Apr 4, 2022 · 3 filings
  • Apr 4, 2022 · D/A · $87,936,600 sold of $200,000,000 · 97 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Jul 30, 2021 · D/A · $28,890,000 sold of $200,000,000 · 21 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Apr 30, 2021 · D · $26,270,000 sold of $200,000,000 · 14 investors · min. $500,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $87.9M from 97 investors (44% of the $200M target) as of the latest filing. Simone is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GV
Pooled Investment Fund · group: Gerber Taylor

GT Venture II, LP

Memphis, TN · Jan 31, 2022
  • Jan 31, 2022 · D · $15,575,000 sold of $75,000,000 · 8 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC Company, the Investment Manager of the Issuer) EDGAR ↗

Raised $15.6M from 8 investors (21% of the $75M target) as of the latest filing. Simone is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GC
Pooled Investment Fund · group: Gerber Taylor

GT Co-Invest, LP

Memphis, TN · Apr 29, 2021 → Aug 20, 2021 · 2 filings
  • Aug 20, 2021 · D/A · $9,500,000 sold of $75,000,000 · 28 investors · min. $500,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC Company, the Investment Manager of the Issuer) EDGAR ↗
  • Apr 29, 2021 · D · $6,100,000 sold of $75,000,000 · 19 investors · min. $500,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management) EDGAR ↗

Raised $9.5M from 28 investors (13% of the $75M target) as of the latest filing. Simone is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GP
Pooled Investment Fund · group: Gerber Taylor

GT Private Equity X, LP

Memphis, TN · Apr 30, 2021 → Jul 30, 2021 · 2 filings
  • Jul 30, 2021 · D/A · $32,645,000 sold of $200,000,000 · 38 investors · min. $500,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Apr 30, 2021 · D · $17,725,000 sold of $200,000,000 · 22 investors · min. $500,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $32.6M from 38 investors (16% of the $200M target) as of the latest filing. Simone is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GE
Pooled Investment Fund · group: Gerber Taylor

GT EMERGING MARKETS L P

Memphis, TN · Mar 10, 2010 → Jul 30, 2021 · 13 filings
  • Jul 30, 2021 · D/A · $140,864,258 sold of Indefinite · 110 investors · min. $1,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management LLC, the Investment Manager of the Issuer) EDGAR ↗
  • Mar 16, 2021 · D/A · $140,754,258 sold of Indefinite · 108 investors · min. $1,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 16, 2020 · D/A · $140,647,258 sold of Indefinite · 108 investors · min. $1,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2019 · D/A · $139,847,258 sold of Indefinite · 107 investors · min. $47,188 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2018 · D/A · $136,527,240 sold of Indefinite · 104 investors · min. $47,188 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2017 · D/A · $128,790,650 sold of Indefinite · 98 investors · min. $47,188 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2016 · D/A · $127,188,650 sold of Indefinite · 92 investors · min. $47,188 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2015 · D/A · $124,768,825 sold of Indefinite · 87 investors · min. $47,188 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2014 · D/A · $118,336,468 sold of Indefinite · 77 investors · min. $47,188 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $75,088,711 sold of Indefinite · 71 investors · min. $47,188 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $73,153,039 sold of Indefinite · 69 investors · min. $47,188 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $71,396,041 sold of Indefinite · 67 investors · min. $55,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $67,942,955 sold of Indefinite · 62 investors · min. $55,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $140.9M from 110 investors as of the latest filing. Simone is listed as executive officer on 13 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GV
Pooled Investment Fund · group: Gerber Taylor

GT Venture, LP

Memphis, TN · Feb 12, 2021
  • Feb 12, 2021 · D · $18,560,000 sold of $75,000,000 · 10 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management) EDGAR ↗

Raised $18.6M from 10 investors (25% of the $75M target) as of the latest filing. Simone is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GC
Pooled Investment Fund · group: Gerber Taylor

GT Credit Opportunity Fund, LP

Memphis, TN · Aug 3, 2020
  • Aug 3, 2020 · D · $91,605,000 sold of Indefinite · 85 investors · min. $250,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $91.6M from 85 investors as of the latest filing. Simone is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GM
Pooled Investment Fund · group: Gerber Taylor

GT MLP FUND, LP

Memphis, TN · Mar 10, 2010 → Mar 16, 2020 · 12 filings
  • Mar 16, 2020 · D/A · $82,494,274 sold of Indefinite · 185 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2019 · D/A · $81,609,274 sold of Indefinite · 181 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2018 · D/A · $80,656,274 sold of Indefinite · 176 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2017 · D/A · $78,171,273 sold of Indefinite · 167 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 14, 2016 · D/A · $76,348,054 sold of Indefinite · 162 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2015 · D/A · $54,039,049 sold of Indefinite · 132 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2014 · D/A · $39,905,739 sold of Indefinite · 95 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $31,488,174 sold of Indefinite · 81 investors · min. $23,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Nov 13, 2012 · D/A · $30,466,137 sold of Indefinite · 69 investors · min. $23,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $27,128,645 sold of Indefinite · 54 investors · min. $75,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $18,503,447 sold of Indefinite · 43 investors · min. $75,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $16,187,679 sold of Indefinite · 36 investors · min. $75,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $82.5M from 185 investors as of the latest filing. Simone is listed as executive officer on 12 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GI
Pooled Investment Fund · group: Gerber Taylor

GT Institutional Fixed Income Fund, LP

Memphis, TN · Jan 15, 2015 → Jan 17, 2020 · 6 filings
  • Jan 17, 2020 · D/A · $78,683,256 sold of Indefinite · 39 investors · min. $40,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2019 · D/A · $76,586,256 sold of Indefinite · 38 investors · min. $40,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2018 · D/A · $74,226,256 sold of Indefinite · 37 investors · min. $40,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2017 · D/A · $67,727,498 sold of Indefinite · 34 investors · min. $40,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 15, 2016 · D/A · $56,869,685 sold of Indefinite · 25 investors · min. $225,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 15, 2015 · D · $1,500,000 sold of Indefinite · 1 investors · min. $1,500,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $78.7M from 39 investors as of the latest filing. Simone is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GF
Pooled Investment Fund · group: Gerber Taylor

GT Fixed Income Fund, LP

Memphis, TN · Mar 10, 2010 → Jan 17, 2019 · 10 filings
  • Jan 17, 2019 · D/A · $73,222,297 sold of Indefinite · 95 investors · min. $15,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 17, 2018 · D/A · $71,909,798 sold of Indefinite · 92 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 18, 2017 · D/A · $66,894,797 sold of Indefinite · 85 investors · min. $25,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 15, 2016 · D/A · $63,902,299 sold of Indefinite · 81 investors · min. $50,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Jan 15, 2015 · D/A · $60,607,897 sold of Indefinite · 76 investors · min. $75,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2014 · D/A · $59,182,897 sold of Indefinite · 70 investors · min. $75,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $56,632,897 sold of Indefinite · 65 investors · min. $75,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $47,991,396 sold of Indefinite · 62 investors · min. $75,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $39,768,341 sold of Indefinite · 58 investors · min. $75,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $36,711,403 sold of Indefinite · 45 investors · min. $75,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $73.2M from 95 investors as of the latest filing. Simone is listed as executive officer on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PP
Pooled Investment Fund · group: Gerber Taylor

Palladian Partners IX-A, LP

Memphis, TN · Feb 26, 2018
  • Feb 26, 2018 · D · $19,750,000 sold of $250,000,000 · 5 investors · min. No minimum reported · role: Executive Officer (CCO & CFO of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $19.8M from 5 investors (8% of the $250M target) as of the latest filing. Simone is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PP
Pooled Investment Fund · group: Gerber Taylor

Palladian Partners IX, LP

Memphis, TN · Feb 26, 2018
  • Feb 26, 2018 · D · $11,150,000 sold of $250,000,000 · 8 investors · min. No minimum reported · role: Executive Officer (CCO & CFO of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $11.2M from 8 investors (4% of the $250M target) as of the latest filing. Simone is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GI
Pooled Investment Fund · group: Gerber Taylor

GT ILS Fund, LP

Memphis, TN · Jan 12, 2017 → Jan 12, 2018 · 2 filings
  • Jan 12, 2018 · D/A · $229,255,358 sold of Indefinite · 108 investors · min. $100,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the Investment Adviser of the Issuer) EDGAR ↗
  • Jan 12, 2017 · D · $150,683,358 sold of Indefinite · 29 investors · min. $100,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the Investment Adviser of the Issuer) EDGAR ↗

Raised $229.3M from 108 investors as of the latest filing. Simone is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GR
Pooled Investment Fund · group: Gerber Taylor

GT Real Assets II, LP

Memphis, TN · Aug 31, 2015 → Aug 31, 2016 · 2 filings
  • Aug 31, 2016 · D/A · $54,269,500 sold of $150,000,000 · 76 investors · min. $500,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Aug 31, 2015 · D · $16,760,000 sold of $150,000,000 · 24 investors · min. $500,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $54.3M from 76 investors (36% of the $150M target) as of the latest filing. Simone is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PP
Pooled Investment Fund · group: Gerber Taylor

Palladian Partners VIII-A, LP

Memphis, TN · Aug 1, 2014 → Aug 3, 2015 · 2 filings
  • Aug 3, 2015 · D/A · $57,590,000 sold of $250,000,000 · 97 investors · min. No minimum reported · role: Executive Officer (CCO & CFO of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Aug 1, 2014 · D · $18,300,000 sold of $250,000,000 · 13 investors · min. No minimum reported · role: Executive Officer (CCO & CFO of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $57.6M from 97 investors (23% of the $250M target) as of the latest filing. Simone is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PP
Pooled Investment Fund · group: Gerber Taylor

Palladian Partners VIII, LP

Memphis, TN · Aug 1, 2014 → Aug 3, 2015 · 2 filings
  • Aug 3, 2015 · D/A · $89,000,000 sold of $250,000,000 · 171 investors · min. No minimum reported · role: Executive Officer (CCO & CFO of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Aug 1, 2014 · D · $4,915,000 sold of $250,000,000 · 16 investors · min. No minimum reported · role: Executive Officer (CCO & CFO of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $89M from 171 investors (36% of the $250M target) as of the latest filing. Simone is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GK
Pooled Investment Fund · group: Gerber Taylor

GT KOREA LLC

Memphis, TN · Mar 10, 2010 → Mar 12, 2015 · 6 filings
  • Mar 12, 2015 · D/A · $17,528,000 sold of Indefinite · 4 investors · min. $500,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the Managing Member of the Issuer) EDGAR ↗
  • Mar 12, 2014 · D/A · $17,492,000 sold of Indefinite · 4 investors · min. $500,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the Managing Member of the Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $13,398,000 sold of Indefinite · 4 investors · min. $500,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the Managing Member of the Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $13,398,000 sold of Indefinite · 4 investors · min. $500,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the Managing Member of the Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $12,798,000 sold of Indefinite · 4 investors · min. $500,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the Managing Member of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $11,238,000 sold of Indefinite · 3 investors · min. $500,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the Managing Member of the Issuer) EDGAR ↗

Raised $17.5M from 4 investors as of the latest filing. Simone is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GI
Pooled Investment Fund · group: Gerber Taylor

GT INSTITUTIONAL INVESTORS, L.P.

Memphis, TN · Mar 10, 2010 → Mar 12, 2014 · 5 filings
  • Mar 12, 2014 · D/A · $40,130,680 sold of Indefinite · 55 investors · min. $30,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $40,008,237 sold of Indefinite · 54 investors · min. $30,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $40,007,304 sold of Indefinite · 54 investors · min. $30,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $39,952,993 sold of Indefinite · 54 investors · min. $30,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $39,828,481 sold of Indefinite · 52 investors · min. $30,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $40.1M from 55 investors as of the latest filing. Simone is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GG
Pooled Investment Fund · group: Gerber Taylor

GT GLOBAL OPPORTUNITIES II LLC

Memphis, TN · Mar 10, 2010 → Mar 12, 2014 · 5 filings
  • Mar 12, 2014 · D/A · $24,550,000 sold of Indefinite · 1 investors · min. $20,000,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the Managing Member of the Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $24,550,000 sold of Indefinite · 1 investors · min. $20,000,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the Managing Member of the Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $24,550,000 sold of Indefinite · 1 investors · min. $20,000,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the Managing Member of the Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $24,550,000 sold of Indefinite · 1 investors · min. $20,000,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the Managing Member of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $24,550,000 sold of Indefinite · 1 investors · min. $20,000,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the Managing Member of the Issuer) EDGAR ↗

Raised $24.6M from 1 investor as of the latest filing. Simone is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GG
Pooled Investment Fund · group: Gerber Taylor

GT GLOBAL OPPORTUNITIES LP

Memphis, TN · Mar 10, 2010 → Mar 12, 2014 · 5 filings
  • Mar 12, 2014 · D/A · $138,504,000 sold of Indefinite · 6 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2013 · D/A · $126,304,000 sold of Indefinite · 6 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $126,304,000 sold of Indefinite · 6 investors · min. $1,000,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $119,304,000 sold of Indefinite · 6 investors · min. $1,000,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $70,804,000 sold of Indefinite · 3 investors · min. $1,000,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $138.5M from 6 investors as of the latest filing. Simone is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GS
Pooled Investment Fund · group: Gerber Taylor

GT Special Opportunities II, LP

Memphis, TN · Aug 25, 2009 → Mar 12, 2013 · 6 filings
  • Mar 12, 2013 · D/A · $24,225,451 sold of Indefinite · 54 investors · min. $35,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of Issuer) EDGAR ↗
  • Mar 12, 2012 · D/A · $24,185,268 sold of Indefinite · 53 investors · min. $35,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of Issuer) EDGAR ↗
  • Mar 10, 2011 · D/A · $24,184,901 sold of Indefinite · 53 investors · min. $50,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of Issuer) EDGAR ↗
  • Mar 10, 2010 · D/A · $23,220,000 sold of Indefinite · 48 investors · min. $50,000 · role: Executive Officer (Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of Issuer) EDGAR ↗
  • Aug 26, 2009 · D/A · $22,895,000 sold of Indefinite · 47 investors · min. $500,000 · role: Executive Officer (CFO/CCO of Gerber/Taylor Management Company, General Partner of Issuer) EDGAR ↗
  • Aug 25, 2009 · D · $22,895,000 sold of Indefinite · 0 investors · min. $500,000 · role: Executive Officer (CFO/CCO of Gerber/Taylor Management Company, General Partner of Issuer) EDGAR ↗

Raised $24.2M from 54 investors as of the latest filing. Simone is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

GR
Pooled Investment Fund · group: Gerber Taylor

GT Real Assets, LP

Memphis, TN · Jan 4, 2013
  • Jan 4, 2013 · D · $9,812,500 sold of Indefinite · 22 investors · min. $75,000 · role: Executive Officer (Chief Compliance Officer and Chief Financial Officer of Gerber/Taylor Management Company, the General Partner of the Issuer) EDGAR ↗

Raised $9.81M from 22 investors as of the latest filing. Simone is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

PP
Pooled Investment Fund · group: Gerber Taylor

Palladian Partners VII, LP

Memphis, TN · Jun 2, 2011 → Jun 1, 2012 · 2 filings
  • Jun 1, 2012 · D/A · $88,055,000 sold of Indefinite · 123 investors · min. No minimum reported · role: Executive Officer (CFO of Gerber/Taylor Management Company, General Partner of both Issuers) EDGAR ↗
  • Jun 2, 2011 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (CFO of Gerber/Taylor Management Company, General Partner of both Issuers) EDGAR ↗

Raised $88.1M from 123 investors as of the latest filing. Simone is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

People around Simone 16

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

GT
Management entity

Gerber/Taylor Management Company

Promoter, Executive Officer · 204 shared filings (36 issuers) · also on 2 other issuers

Gerber/Taylor Management Company is on 38 issuers in total — a repeat sponsor. Their page lists every one.

GI
Management entity

GT ILS GP, LLC

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Simone T. Meeks. Their page shows their other deals.

MD
No photo found yet (own website and image search run after this page is viewed)
Person

Michael J. Douglass

Executive Officer, Promoter · 294 shared filings (42 issuers) · also on 3 other issuers

Michael J. Douglass is on 45 issuers in total — a repeat sponsor. Their page lists every one.

CG
No photo found yet (own website and image search run after this page is viewed)
Person

Charles C. Gerber

Executive Officer · 273 shared filings (39 issuers) · also on 3 other issuers

Charles C. Gerber is on 42 issuers in total — a repeat sponsor. Their page lists every one.

DE
No photo found yet (own website and image search run after this page is viewed)
Person

David G. East

Executive Officer, Promoter · 262 shared filings (39 issuers) · also on 1 other issuer

David G. East is on 40 issuers in total — a repeat sponsor. Their page lists every one.

WP
No photo found yet (own website and image search run after this page is viewed)
Person

William E. Pickens

Executive Officer · 259 shared filings (39 issuers) · also on 1 other issuer

William E. Pickens is on 40 issuers in total — a repeat sponsor. Their page lists every one.

RT
No photo found yet (own website and image search run after this page is viewed)
Person

Robert Andrew Taylor

Executive Officer · 172 shared filings (28 issuers) · also on 1 other issuer

Robert Andrew Taylor is on 29 issuers in total — a repeat sponsor. Their page lists every one.

MC
No photo found yet (own website and image search run after this page is viewed)
Person

Mary C. Cornpropst

Executive Officer, Promoter · 115 shared filings (27 issuers) · also on 1 other issuer

Mary C. Cornpropst is on 28 issuers in total — a repeat sponsor. Their page lists every one.

DK
No photo found yet (own website and image search run after this page is viewed)
Person

Darren Kearns

Executive Officer · 61 shared filings (19 issuers)

Darren Kearns is on 19 issuers in total — a repeat sponsor. Their page lists every one.

JR
No photo found yet (own website and image search run after this page is viewed)
Person

Justin L. Rikard

Executive Officer · 43 shared filings (14 issuers) · also on 2 other issuers

Justin L. Rikard is on 16 issuers in total — a repeat sponsor. Their page lists every one.

RG
No photo found yet (own website and image search run after this page is viewed)
Person

Ryan E. Gibbs

Executive Officer · 32 shared filings (14 issuers)

Ryan E. Gibbs is on 14 issuers in total — a repeat sponsor. Their page lists every one.

WR
No photo found yet (own website and image search run after this page is viewed)
Person

William D. Ryan

Executive Officer, Promoter · 21 shared filings (12 issuers) · also on 1 other issuer

William D. Ryan is on 13 issuers in total — a repeat sponsor. Their page lists every one.

KM
No photo found yet (own website and image search run after this page is viewed)
Person

Kojo N. McLennon

Promoter, Executive Officer · 13 shared filings (8 issuers)

Kojo N. McLennon is on 8 issuers in total — a repeat sponsor. Their page lists every one.

AT
No photo found yet (own website and image search run after this page is viewed)
Person

Andrew Taylor

Executive Officer · 4 shared filings (3 issuers)

Listed on the same filings as Simone T. Meeks. Their page shows their other deals.

MP
No photo found yet (own website and image search run after this page is viewed)
Person

Michael Pickens

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Simone T. Meeks. Their page shows their other deals.

MC
No photo found yet (own website and image search run after this page is viewed)
Person

Mary C. Compropst

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Simone T. Meeks. Their page shows their other deals.

The team behind the deals

GT
Sponsor group

Gerber Taylor

45 issuers · 330 filings · $17.12B reported sold · 2009–2026

One team, 45 deal companies. Simone T. Meeks is listed on 42 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Simone T. Meeks.

Same business address

15 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 36 of the 42 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): GT Venture III, LP, GT Partners, L.P., GT International Equity QP Fund, LP, GT ASSET ALLOCATION FUND, L.P., GT Global Hedge, L.P., GT Special Opportunities III, LP, GT Biotech Fund, LP, GT Private Equity XII, LP, GT U.S. QP Fund, LP, GT U.S. Fund, LP, GT International Equity Fund, LP, GT Emerging Markets (QP), L.P., GT Special Opportunities III-A, LP, GT Co-Invest II, LP, GT Private Equity XI, LP, GT Real Assets IV, LP, GT Windward I, LP, GT Insurance, LP, GT Insurance II, LP, GT Private Equity X-A, LP, GT Venture II, LP, GT Co-Invest, LP, GT EMERGING MARKETS L P, GT Private Equity X, LP, GT Venture, LP, GT Credit Opportunity Fund, LP, GT MLP FUND, LP, GT Institutional Fixed Income Fund, LP, GT Fixed Income Fund, LP, Palladian Partners IX-A, LP, Palladian Partners IX, LP, GT ILS Fund, LP, GT Real Assets II, LP, Palladian Partners VIII-A, LP, Palladian Partners VIII, LP, GT KOREA LLC.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Simone T. Meeks by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 42 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Simone T. Meeks is listed on: none on file. No website or social profile named in GT Partners, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #16,070 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Memphis, TN). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Davidson County TN Circuit Court Clerk case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Tennessee Secretary of State business search ↗OpenCorporates ↗

Change history

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