TIMBERLINK LLC

Adviser information for TIMBERLINK LLC last updated from Form ADV on March 25th, 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 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
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 0 $0
Non-Discretionary 1 $85.0M
Total 1 $85.0M

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 0 $0
Pension and profit sharing plans <5 $85.0M
Charitable organizations <5 $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 <5 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 7
No. of Non-U.S. Clients 63
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation Hourly chargesFixed fees

Identifiers

SEC RIA File Number 801-79682
SEC ERA File Number 801-79682
SEC CIK Numbers None
SEC CRD Numbers 170067
Legal Entity Identifier None

Principal Office

11340 LAKEFIELD DRIVE
SUITE 200
JOHNS CREEK
GA
United States
Monday - Friday, 9:00-5:00
Tel: 678-638-6184, Fax: None

Chief Compliance Officer

TRACY EVENS
PRINCIPAL, CCO
11340 LAKEFIELD DRIVE
SUITE 200
JOHNS CREEK
GA
United States
Tel: 470-545-0995
(Full email address available in API data)

Regulatory Contact

GARY MYERS
PRINCIPAL
11340 LAKEFIELD DRIVE
SUITE 200
JOHNS CREEK
GA
United States
Tel: 678-638-6184
(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
MYERS, GARY, ALAN Individual PRINCIPAL AND PRESIDENT 01/2006 < 5%
EVENS, TRACY, BURAN Individual CCO/PRINCIPAL/MANAGING MEMBER 01/2006 50-75%
GAM TIMBER, LLC Domestic Entity MANAGING MEMBER 07/2014 50-75%
MYERS, GARY, ALAN Individual GAM TIMBER, LLC OWNER 07/2014 > 75%

No. Employees, Historic

10502020202120222023202420252 on 3/18/20202 on 3/16/20212 on 3/7/20222 on 3/28/20232 on 3/25/2024

RAUM, Historic

2B1B02020202120222023202420251906723840 on 3/18/20201848090160 on 3/16/2021107486511 on 3/7/202283560220 on 3/28/202384991395 on 3/25/2024

No. Clients, Historic

10502020202120222023202420256 on 3/18/20208 on 3/16/20217 on 3/7/20225 on 3/28/20238 on 3/25/2024