TAYLOR WEALTH MANAGEMENT PARTNERS

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Taylor Wealth Management Partners is based out of Boston. Taylor Wealth Management Partners is a large advisory firm with 120 clients and discretionary assets under management (AUM) of $281,905,127 (Form ADV from 2019-07-01). Their last reported 13F filing for Q2 2020 included $196,841,000 in managed 13F securities and a top 10 holdings concentration of 50.9%. Taylor Wealth Management Partners's largest holding is PayPal Holdings Inc with shares held of 86,239. Taylor Wealth Management Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 22 13F filings, and 1 13G filings

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06/30/2020

13F Activity

  • Market Value $196.841 Million
  • Prior Market Value $163.031 Million
  • New Purchases7 stocks
  • Additional Purchases3 stocks
  • Sold out of3 stocks
  • Reduced holdings in37 stocks
  • Top 10 Holdings % 50.90 %
  • Turnover % [1]:20.83%
  • Turnover Alt % [2]: 10.94 %
  • Time Held Top20:9.10 quarters
  • Time Held Top10:9.40 quarters
  • Time Held All:7.42 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 31.98%
Performance Last 4 Quarters: -0.54%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

TAYLOR WEALTH MANAGEMENT PARTNERS
50 FEDERAL STREET
BOSTON MA    02110-1285
Country: United States

Business Phone: 617-357-4600
Fax: 617-357-4609
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 278,729,000
Total Number of Clients: 120
Amount of client funds and securities by related persons: 3,176,440
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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TAYLOR WEALTH MANAGEMENT PARTNERS LLC

ownership team - last updated 2020-06-18
Name Title Start Date Direct/Indirect % Ownership
TAYLOR, HUGH, RUSSELL MANAGING PARTNER AND CCO 01/01/2014 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TAYLOR INVESTMENT ASSOCIATES LTD PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1991-07-01
TAYLOR WEALTH MANAGEMENT PARTNERS LLC MANAGING PARTNER AND CCO direct 2014-01-01
TAYLOR INVESTMENT ASSOCIATES LTD PRESIDENT direct 1991-07-01 2005-03-18
TAYLOR INVESTMENT ASSOCIATES LTD CHIEF INVESTMENT MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-01-01 2008-03-20
TAYLOR INVESTMENT COUNSELORS LLC MANAGING MEMBER, CHIEF INVESTMENT MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-01-01 2008-04-21
TAYLOR INVESTMENT COUNSELORS LLC MANAGING MEMBER, CHIEF INVESTMENT MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-01-01 2010-03-08
TAYLOR INVESTMENT COUNSELORS LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2010-09-01 2012-03-22
TAYLOR INVESTMENT COUNSELORS LLC PARTNER direct 2012-12-01 2013-03-27
TAYLOR WEALTH MANAGEMENT PARTNERS CCO direct 2014-01-01 2014-02-03
GOLDMAN, JOSHUA, DANIEL PARTNER 06/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TAYLOR WEALTH MANAGEMENT PARTNERS LLC PARTNER direct 2014-06-01
NEIDHARDT, KYLE, J PARTNER 01/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
TAYLOR WEALTH MANAGEMENT PARTNERS LLC PARTNER direct 2019-01-01

TAYLOR WEALTH MANAGEMENT PARTNERS LLC

ownership team - last updated 2019-07-23
Name Title Start Date Direct/Indirect % Ownership
TAYLOR, HUGH, RUSSELL MANAGING PARTNER AND CCO 01/01/2014 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TAYLOR INVESTMENT ASSOCIATES LTD PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1991-07-01
TAYLOR WEALTH MANAGEMENT PARTNERS LLC MANAGING PARTNER AND CCO direct 2014-01-01
TAYLOR INVESTMENT ASSOCIATES LTD PRESIDENT direct 1991-07-01 2005-03-18
TAYLOR INVESTMENT ASSOCIATES LTD CHIEF INVESTMENT MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-01-01 2008-03-20
TAYLOR INVESTMENT COUNSELORS LLC MANAGING MEMBER, CHIEF INVESTMENT MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-01-01 2008-04-21
TAYLOR INVESTMENT COUNSELORS LLC MANAGING MEMBER, CHIEF INVESTMENT MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-01-01 2010-03-08
TAYLOR INVESTMENT COUNSELORS LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2010-09-01 2012-03-22
TAYLOR INVESTMENT COUNSELORS LLC PARTNER direct 2012-12-01 2013-03-27
TAYLOR WEALTH MANAGEMENT PARTNERS CCO direct 2014-01-01 2014-02-03
GOLDMAN, JOSHUA, DANIEL PARTNER 06/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
TAYLOR WEALTH MANAGEMENT PARTNERS LLC PARTNER direct 2014-06-01
NEIDHARDT, KYLE, J PARTNER 01/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
TAYLOR WEALTH MANAGEMENT PARTNERS LLC PARTNER direct 2019-01-01

TAYLOR WEALTH MANAGEMENT PARTNERS LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
TAYLOR, HUGH, RUSSELL MANAGING PARTNER AND CCO 01/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
TAYLOR INVESTMENT ASSOCIATES LTD PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1991-07-01
TAYLOR WEALTH MANAGEMENT PARTNERS LLC MANAGING PARTNER AND CCO direct 2014-01-01
TAYLOR INVESTMENT ASSOCIATES LTD PRESIDENT direct 1991-07-01 2005-03-18
TAYLOR INVESTMENT ASSOCIATES LTD CHIEF INVESTMENT MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-01-01 2008-03-20
TAYLOR INVESTMENT COUNSELORS LLC MANAGING MEMBER, CHIEF INVESTMENT MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-01-01 2008-04-21
TAYLOR INVESTMENT COUNSELORS LLC MANAGING MEMBER, CHIEF INVESTMENT MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-01-01 2010-03-08
TAYLOR INVESTMENT COUNSELORS LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2010-09-01 2012-03-22
TAYLOR INVESTMENT COUNSELORS LLC PARTNER direct 2012-12-01 2013-03-27
TAYLOR WEALTH MANAGEMENT PARTNERS CCO direct 2014-01-01 2014-02-03
GOLDMAN, JOSHUA, DANIEL PARTNER 06/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
TAYLOR WEALTH MANAGEMENT PARTNERS LLC PARTNER direct 2014-06-01

TAYLOR WEALTH MANAGEMENT PARTNERS LLC

ownership team - last updated 2018-04-30
Name Title Start Date Direct/Indirect % Ownership
TAYLOR, HUGH, RUSSELL MANAGING PARTNER AND CCO 01/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
TAYLOR INVESTMENT ASSOCIATES LTD PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1991-07-01
TAYLOR WEALTH MANAGEMENT PARTNERS LLC MANAGING PARTNER AND CCO direct 2014-01-01
TAYLOR INVESTMENT ASSOCIATES LTD PRESIDENT direct 1991-07-01 2005-03-18
TAYLOR INVESTMENT ASSOCIATES LTD CHIEF INVESTMENT MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-01-01 2008-03-20
TAYLOR INVESTMENT COUNSELORS LLC MANAGING MEMBER, CHIEF INVESTMENT MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-01-01 2008-04-21
TAYLOR INVESTMENT COUNSELORS LLC MANAGING MEMBER, CHIEF INVESTMENT MANAGER/CHIEF COMPLIANCE OFFICER direct 2008-01-01 2010-03-08
TAYLOR INVESTMENT COUNSELORS LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2010-09-01 2012-03-22
TAYLOR INVESTMENT COUNSELORS LLC PARTNER direct 2012-12-01 2013-03-27
TAYLOR WEALTH MANAGEMENT PARTNERS CCO direct 2014-01-01 2014-02-03
GOLDMAN, JOSHUA, DANIEL PARTNER 06/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
TAYLOR WEALTH MANAGEMENT PARTNERS LLC PARTNER direct 2014-06-01

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