TIMBERLAND INVESTMENT RESOURCES, LLC
Adviser information for TIMBERLAND INVESTMENT RESOURCES, LLC last updated from Form ADV on March 28th, 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 29 |
|---|---|
| Investment Advisory/Research | 28 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| 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 | 15 | $1.9B |
| Non-Discretionary | 0 | $0 |
| Total | 15 | $1.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $591.9M |
| Pension and profit sharing plans | 2 | $231.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 6 | $1.0B |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $94.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsTIMBERLAND INVESTMENT MANAGEMENT |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-62821 |
|---|---|
| SEC ERA File Number | 801-62821 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 129663 |
| Legal Entity Identifier | None |
Principal Office
115 PERIMETER CENTER PLACESUITE 940
ATLANTA
GA
United States
Monday - Friday, 8:30 TO 5:00
Tel: 404-848-2000, Fax: 404-848-2006
Websites
Chief Compliance Officer
LAURA W. FREEMAN
CCO
14120 BALLANTYNE CORPORATE PLACE
SUITE 525
CHARLOTTE
NC
United States
Tel:
404-736-3510
Fax:
704-544-6677
F******@*********M
(Full email address available in API data)
Regulatory Contact
KEVIN L. COLIN
CFO
14120 BALLANTYNE CORPORATE PLACE
SUITE 525
CHARLOTTE
NC
United States
Tel:
404-848-2000
Fax:
404-848-2006
C****@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EASTERN TIMBERLAND OPPORTUNITIES III, LP | Real Estate Fund | $132.0M | $0.5M | 8 |
| EASTERN TIMBERLAND OPPORTUNITIES, LLC | Real Estate Fund | $51.1M | $1.0M | 6 |
| ENHANCED TIMBERLAND OPPORTUNITIES IV, LP | Real Estate Fund | $21.9M | $0.5M | 3 |
| ETO II OPERATING PARTNERSHIP, LP | Real Estate Fund | $83.2M | $0.6M | 12 |
| MISSION SAWMILL FUND, LP | Real Estate Fund | $303.8M | $0.2M | 57 |
| SPRINGBANK, LLC | Real Estate Fund | $77.8M | $30.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SEAMAN, MARK, TAYLOR | Individual | – | PRESIDENT | 08/2003 | 50-75% |
| JOHNSON, TOM, EDMON | Individual | – | MANAGING DIRECTOR | 11/2003 | < 5% |
| COLIN, KEVIN, L. | Individual | – | CHIEF FINANCIAL OFFICER | 01/2004 | < 5% |
| FU, CHUNG-HONG | Individual | – | DIRECTOR - ECONOMIC RESEARCH | 03/2004 | < 5% |
| FREEMAN, LAURA, WILSON | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2011 | < 5% |
| HARTIGAN, TIMOTHY, JAMES | Individual | – | MANAGING DIRECTOR | 03/2014 | 5-10% |
| MATHIS, CHRISTOPHER, THOMAS | Individual | – | DIRECTOR - REAL ESTATE | 10/2014 | 5-10% |
| ELWELL, CHRISTOPHER, MATTHEW | Individual | – | MANAGING DIRECTOR | 07/2017 | < 5% |
| STARR, TIFFANIE, JOY | Individual | – | MANAGING DIRECTOR | 01/2019 | < 5% |
| Dukes, Charles, Cory | Individual | – | MANAGING DIRECTOR OF FOREST MANAGEMENT | 01/2024 | < 5% |