Taylor, Cottrill, Erickson & Associates, Inc.
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Investment Firm
Overview
aylor, Cottrill, Erickson & Associates, Inc. is a registered investment advisory firm offering fee‐based wealth and portfolio management services to individuals and institutions. The firm was formed on 12/31/2015 by the merger of Whitegate Investment Counselors, Inc. (founded 1992) and Taylor, Cottrill LLC (founded 2007). Wholly-owned by employees, the firm’s primary goal is to provide clients with financial peace of mind in a cost-effective, conflict-free environment.
Highlights
Founded
2007
Industry
Employees
0
Investment
1
Lead Investment
0
Exits
1
Stages
N/A
Investor Type
Venture Capital
Location
United States, North America
Contact Information
Social
Profile Resume
Taylor, Cottrill, Erickson & Associates, Inc., established in 2007 and headquartered in United States, North America., specializes in investments across Health Care, Consumer Goods, Beauty, Personal Care and Hygiene. Their recent investments include Colgate Palmolive. Explore their portfolio in detail, see who is connected to them, and find their contact information on our platform.
Employees
N/A
Investment portfolio
N/A
investments
1
Diversity investments
0
Lead investments
0
Number of exits
1
Investments
1
| Annouced Date | Organization Name | Industry | Money Raised |
|---|---|---|---|
| Sep 21, 2016 | Colgate Palmolive | Health Care | null |
Exits
1
Funding Timeline
Funding rounds
1
Investors
0
Funds
0
Funding Rounds
1
Taylor, Cottrill, Erickson & Associates, Inc. has raised 1 rounds. Their latest funding was raised on Sep 21, 2016 from a Post-IPO Equity - Colgate Palmolive round.
| Annouced Date | Transaction Name | Number of Investors | Money Raised | Lead Investor |
|---|---|---|---|---|
| Sep 21, 2016 | Post-IPO Equity - Colgate Palmolive | - | 0 | - |
Investors
0
There is no funding round available on this profile
Fund raised
2
Susa Ventures has raised a total of $590M across 6 funds, their latest being Susa Ventures Opportunities II. This fund was announced on Aug 30, 2021 and raised a total of $250M.
| Annouced Date | Fund Name | Money Raised |
|---|---|---|
| May 10, 2013 | OTPPLESS | 1.0M |
| May 11, 2013 | OTPPLESS | 1.0M |
Invest in industries
N/A
Recent Activity
There is no recent news or activity for this profile.