TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Adviser information for TAYLOR FRIGON CAPITAL MANAGEMENT LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 514 | $297.5M |
| Non-Discretionary | 26 | $3.8M |
| Total | 540 | $301.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 145 | $158.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $31.0M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $75.4M |
| Pension and profit sharing plans | 8 | $27.6M |
| Charitable organizations | <5 | $2.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $1.3M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 6 | $5.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
18835 N. THOMPSON PEAK PKWYSUITE C-200
SCOTTSDALE
AZ
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 805-226-0280, Fax: 805-226-0280
Websites
www.linkedin.com/company/taylor-frigon-capital-management-llc
www.taylorfrigon.com
www.taylorfrigonfunds.com
www.tffamilyoffice.com
www.linkedin.com/company/taylor-frigon-capital-management-llc
www.linkedin.com/in/doug-connolly-44b96922a/
www.linkedin.com/in/josh-mathisen-06970b22a/
www.linkedin.com/in/kameron-gilbert-aa6497166/
www.instagram.com/taylorfrigon.invest/
www.linkedin.com/in/matthew-sepulveda/
www.linkedin.com/in/jaketurbow/
www.linkedin.com/in/gerryfrigon/
www.linkedin.com/in/johnferebee/
www.linkedin.com/in/karenfrigon/
www.taylorfrigon.blogspot.com
Chief Compliance Officer
DOUGLAS CONNOLLY
18835 N. THOMPSON PEAK PKWY
SUITE C-200
SCOTTSDALE
AZ
United States
Tel:
805-226-0280
Fax:
650-242-4220
D********@***************M
(Full email address available in API data)
Industry Affiliates
| TAYLOR FRIGON FAMILY OFFICE, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| TAYLOR FRIGON CAPITAL PARTNERS, L.P. | HEDGE FUND, VENTURE CAPITAL FUND | $75.4M | $0.3M | 89 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FRIGON, GERARD, JOSEPH | Individual | – | MANAGING MEMBER / CHIEF INVESTMENT OFFICER | 11/2006 | < 5% |
| FRIGON FAMILY TRUST | Domestic Entity | – | MEMBER | 06/2009 | > 75% |
| FRIGON, GERARD, JOSEPH | Individual | FRIGON FAMILY TRUST | CO TRUSTEE | 06/2009 | 50-75% |
| FRIGON, KAREN, TAYLOR | Individual | FRIGON FAMILY TRUST | CO TRUSTEE | 06/2009 | 50-75% |
| FRIGON, KAREN, TAYLOR | Individual | – | CHIEF OPERATIONS OFFICER / MEMBER | 07/2013 | 50-75% |
| CONNOLLY, DOUGLAS, E | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBVIE INC | COM | 2M | 10K | – |
| AKOUSTIS TECHNOLOGIES INC | COM | 368K | 3M | – |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 2M | 18K | – |
| ALLSTATE CORP | COM | 2M | 10K | – |
| AMERICAN EXPRESS CO | COM | 2M | 8K | – |
| AMERICAN FINL GROUP INC OHIO | COM | 1M | 11K | – |
| AMPHENOL CORP NEW | CL A | 2M | 30K | – |
| APYX MEDICAL CORPORATION | COM | 858K | 641K | – |
| ARES CAPITAL CORP | COM | 2M | 106K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 2M | 2K | – |
| AUDIOCODES LTD | ORD | 5M | 442K | – |
| AVERY DENNISON CORP | COM | 1M | 6K | – |
| BILL HOLDINGS INC | COM | 3M | 56K | – |
| BOOT BARN HLDGS INC | COM | 4M | 34K | – |
| BOWLERO CORP | CL A COM | 4M | 275K | – |
| CARVANA CO | CL A | 5M | 41K | – |
| CLEARPOINT NEURO INC | COM | 2M | 425K | – |
| CLOUDFLARE INC | CL A COM | 4M | 47K | – |
| COGENT COMMUNICATIONS HLDGS | COM NEW | 1M | 19K | – |
| COMPUGEN LTD | ORD | 2M | 1M | – |
| COSTCO WHSL CORP NEW | COM | 2M | 2K | – |
| CROWN CASTLE INC | COM | 1M | 15K | – |
| CYBERARK SOFTWARE LTD | SHS | 5M | 19K | – |
| DEXCOM INC | COM | 2M | 21K | – |
| DIGITAL RLTY TR INC | COM | 2M | 15K | – |
| DUTCH BROS INC | CL A | 5M | 113K | – |
| EDWARDS LIFESCIENCES CORP | COM | 3M | 33K | – |
| ELI LILLY & CO | COM | 1M | 2K | – |
| EPAM SYS INC | COM | 2M | 12K | – |
| EQUINIX INC | COM | 2M | 2K | – |
| EXTRA SPACE STORAGE INC | COM | 2M | 13K | – |
| FACTSET RESH SYS INC | COM | 1M | 4K | – |
| FARMLAND PARTNERS INC | COM | 1M | 116K | – |
| FASTENAL CO | COM | 2M | 25K | – |
| FEDERATED HERMES INC | CL B | 2M | 46K | – |
| FIVERR INTL LTD | ORD SHS | 3M | 125K | – |
| FLOWERS FOODS INC | COM | 1M | 53K | – |
| FMC CORP | COM NEW | 1M | 24K | – |
| GCM GROSVENOR INC | COM CL A | 2M | 175K | – |
| GLAUKOS CORP | COM | 5M | 40K | – |
| GRACO INC | COM | 1M | 19K | – |
| GRID DYNAMICS HLDGS INC | CL A | 3M | 299K | – |
| HEALTHCARE RLTY TR | CL A COM | 2M | 105K | – |
| HENRY JACK & ASSOC INC | COM | 1M | 8K | – |
| HERCULES CAPITAL INC | COM | 2M | 115K | – |
| HOME DEPOT INC | COM | 2M | 7K | – |
| HOULIHAN LOKEY INC | CL A | 2M | 15K | – |
| IDEXX LABS INC | COM | 3M | 6K | – |
| IMPINJ INC | COM | 4M | 24K | – |
| INDEPENDENCE RLTY TR INC | COM | 1M | 79K | – |
| INMODE LTD | SHS | 2M | 110K | – |
| KORNIT DIGITAL LTD | SHS | 4M | 244K | – |
| MAIN STR CAP CORP | COM | 2M | 47K | – |
| MCCORMICK & CO INC | COM NON VTG | 1M | 20K | – |
| MOBILEYE GLOBAL INC | COMMON CLASS A | 4M | 143K | – |
| MONDELEZ INTL INC | CL A | 1M | 19K | – |
| MONGODB INC | CL A | 2M | 10K | – |
| MONOLITHIC PWR SYS INC | COM | 6M | 7K | – |
| NANO DIMENSION LTD | SPONSORD ADS NEW | 2M | 781K | – |
| NANO X IMAGING LTD | ORD SHS | 880K | 120K | – |
| NAPCO SEC TECHNOLOGIES INC | COM | 4M | 84K | – |
| NICE LTD | SPONSORED ADR | 3M | 15K | – |
| NOVOCURE LTD | ORD SHS | 2M | 133K | – |
| NV5 GLOBAL INC | COM | 3M | 33K | – |
| ONEMAIN HLDGS INC | COM | 2M | 34K | – |
| POOL CORP | COM | 1M | 4K | – |
| PROCEPT BIOROBOTICS CORP | COM | 5M | 82K | – |
| PROCORE TECHNOLOGIES INC | COM | 4M | 54K | – |
| PROCTER AND GAMBLE CO | COM | 2M | 10K | – |
| PURE STORAGE INC | CL A | 5M | 81K | – |
| QUALCOMM INC | COM | 2M | 9K | – |
| QUICKLOGIC CORP | COM NEW | 4M | 342K | – |
| REPAY HLDGS CORP | COM CL A | 4M | 364K | – |
| ROLLINS INC | COM | 2M | 33K | – |
| STERIS PLC | SHS USD | 1M | 6K | – |
| STRYKER CORPORATION | COM | 2M | 5K | – |
| SYMBOTIC INC | CLASS A COM | 2M | 67K | – |
| THE REAL GOOD FOOD COMPANY I | COM CL A | 398K | 796K | – |
| TJX COS INC NEW | COM | 2M | 16K | – |
| TORO CO | COM | 1M | 15K | – |
| TOWER SEMICONDUCTOR LTD | SHS NEW | 4M | 100K | – |
| TRACTOR SUPPLY CO | COM | 1M | 5K | – |
| VELO3D INC | COM NEW | 104K | 31K | – |
| VUZIX CORP | COM NEW | 486K | 360K | – |
| WATSCO INC | COM | 2M | 4K | – |
| WIX COM LTD | SHS | 5M | 32K | – |
| ZUORA INC | COM CL A | 4M | 363K | – |