Timberland Investment Resources, LLC is a large advisory firm based in Atlanta. It manages $1.61 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Massachusetts and Texas.
Timberland Investment Resources provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and timberland investment management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Timberland Investment Resources, LLC is $1.61 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 6340% since the beginning of its operation, and $209.71 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Timberland Investment Resources, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Mark Taylor Seaman is state or municipal government entities with 13 clients and $1.12 billion of assets under management. Among the 7 most similar advisory firms, Timberland Investment Resources has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $1.61 billion for 24 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 17% of the firm’s clients are foreign persons or businesses.
Timberland Investment Resources also advises several private funds. Namely, three real estate funds. The minimum investment commitment required of non-related persons ranges from $600,000 to $30,000,000.
The company employs 24 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mark Taylor Seaman has been acting as President since 1 Aug 2003. Christopher Matthew Elwell joined the executive team most recently as the Managing Director.
The principal office where Timberland Investment Resources, LLC performs its advisory services is located at 115 Perimeter Center Place, Atlanta, GA 30346 1244, which is also the mailing address of the firm. An additional office of the firm is in Brookline, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-848-2000 or by fax 404-848-2006. The normal business hours are 8:30 to 5:00 on Monday - Friday. You can find more information about the New York firm at tirllc.com.