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Carolyn Person Taylor

Limited Partner, Chief Compliance OfficerWeatherly Asset Management LPCRD 1258663

About Carolyn Person Taylor

Carolyn Person Taylor is listed as Limited Partner, Chief Compliance Officer at Weatherly Asset Management LP in Del Mar, CA. Form ADV reports a beneficial ownership band of 50-75%. Carolyn Person Taylor is associated with 2 registered advisers.

Reported ownership

Owns 50-75% of Weatherly Asset Management LP
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Carolyn Person Taylor work?

Carolyn Person Taylor is listed as Limited Partner, Chief Compliance Officer at Weatherly Asset Management LP on SEC Form ADV.

How much of Weatherly Asset Management LP does Carolyn Person Taylor own?

Form ADV reports a beneficial ownership band of 50-75%.

Weatherly Asset Management LP

TitleLimited Partner, Chief Compliance Officer
Ownership50-75%
Control personYes
Since1994
View Weatherly Asset Management LP →

Weatherly Asset Management LP

TitlePresident
OwnershipOver 75%
Control personYes
Since1994
View Weatherly Asset Management LP →