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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-13 |
Branch Locations
100 Front Street, Suite 940, West Conshohocken, PA 19428 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Permit Capital Advisors | West Conshohocken | PA | 04/2016 | 04/2022 |
| Cerity Partners Llc | New York | NY | 04/2022 | Present |
Matthew Taylor is an unpaid board member of Northeast Energy Center (NEC), an LNG manufacturing company in Massachusetts. The time commitment is approximately 4 hours a month. NEC is 25% owned by Liberty Permit Energy Funds, where Cerity Partners is the investment manager. The time commitment is approximately 4 hours a month. Start date is 1/6/2022. The company is 25% owned by a private equity fund where PCA is the investment manager. Mr. Taylor is a managing member or authorized principal of unregistered funds managed by Sage Advisors, LLC: One Tower Funds; Liberty Permit Energy Funds; GW Equity Fund, LLC; and Philadelphia Community Impact Fund, LLC. Mr. Taylor maintains a profit interest in these funds. Mr. Taylor is a managing member or authorized principal of general partners of unregistered funds: Permit Capital Advisors, LLC; Avonwood Capital GP LLC; Fisher Road, LLC; Liberty Permit Energy Infrastructure GP LLC; Liberty Permit Energy Vehicle LLC; and One Tower GP, LLC. Mr. Taylor maintains a profit interest in funds managed by these general partners. Mr. Taylor is a managing member or authorized principal of Permit QOZ Fund I, LLC. Mr. Taylor maintains a profit interest in this fund. Mr. Taylor is on the pension board of Lower Merion Police and Public Employee Pension Plan. Mr. Taylor is not compensated in this role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-12 |
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