TAYLOR FRIGON CAPITAL Overview

Taylor Frigon Capital Management Llc is an investment advisor that manages 167.4 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 06/30/16. The fund's latest filing disclosed 96MM in positions, representing 57% of the manager's regulatory AUM.

TAYLOR FRIGON CAPITAL StockAlpha

-3.5%
Top 25%
1.75yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

TAYLOR FRIGON CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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TAYLOR FRIGON CAPITAL Founders and Key Employees

Name Title In Position Since
Gerard J. Frigon Chief Compliance Officer/ President/ Chief Investment Officer November-2006
Karen T. Frigon Chief Operations Officer July-2013

TAYLOR FRIGON CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro

TAYLOR FRIGON CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the “Fundamental” method of security analysis, which requires the analysis of historical and present data, with the goal of making financial forecasts.

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)
 Margin Transactions (use of borrowed assets to purchase financial instruments)

Please Note: Investment Risk. Investing in securities involves risk of loss that clients should be prepared to bear. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by ...
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TAYLOR FRIGON CAPITAL Portfolio Concentration

TAYLOR FRIGON CAPITAL Location

656 SANTA ROSA STREET
SUITE 3B
SAN LUIS OBSIPO, California
UNITED STATES, 93401-2802

TAYLOR FRIGON CAPITAL Contact Information

Phone Number: 805-226-0280
Fax Number: 650-242-4220
Website:

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