TIMOTHY PARTNERS, LTD.
Adviser information for TIMOTHY PARTNERS, LTD. last updated from Form ADV on January 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 22 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 10 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $2.3B |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $2.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $2.3B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Broker-dealer |
Identifiers
| SEC RIA File Number | 801-45766 |
|---|---|
| SEC ERA File Number | 801-45766 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 41835 |
| Legal Entity Identifier | None |
Principal Office
1055 MAITLAND CENTER COMMONSMAITLAND
FL
United States
Monday - Friday, 0900 - 1630
Tel: 407-644-1986, Fax: 407-644-4574
Chief Compliance Officer
TERRY COVERT
GEN. COUNSEL
1055 MAITLAND CENTER COMMONS
MAITLAND
FL
United States
Tel:
407 644 1986
Fax:
407 644 4574
T**********@******************M
(Full email address available in API data)
Regulatory Contact
ARTHUR ALLY
PRES.
1055 MAITLAND CENTER COMMONS
MAITLAND
FL
United States
Tel:
4076441986
Fax:
4076444574
A******@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COVENANT FUNDS, INC. | Domestic Entity | – | CORPORATE MANAGER GENERAL PARTNER | 12/1993 | < 5% |
| COVERT, TERRY WILLIAM | Individual | – | VP/GEN. COUNSEL & CHIEF COMPLIANCE OFFICER | 01/2005 | < 5% |
| TIMOTHY PARTNERS, LC | Domestic Entity | – | LIMITED PARTNER | 11/1999 | 10-25% |
| ALLY, ARTHUR DOUGLAS | Individual | COVENANT FUNDS, INC. | PRESIDENT OF THE GENERAL PARTNER | 12/1993 | 50-75% |
| ALLY, ARTHUR DOUGLAS | Individual | – | PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 01/2000 | < 5% |