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 |
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Fiscal Year End | DECEMBER |
Legal Location | Georgia, United States |
Employees
Total Number of Employees | 2 |
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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 |
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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) |
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Compensation | Hourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-79682 |
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SEC ERA File Number | 801-79682 |
SEC CIK Numbers | None |
SEC CRD Numbers | 170067 |
Legal Entity Identifier | None |
Principal Office
11340 LAKEFIELD DRIVESUITE 200
JOHNS CREEK
GA
United States
Monday - Friday, 9:00-5:00
Tel: 678-638-6184, Fax: None
Websites
Chief Compliance Officer
TRACY EVENS
PRINCIPAL, CCO
11340 LAKEFIELD DRIVE
SUITE 200
JOHNS CREEK
GA
United States
Tel:
470-545-0995
T*****@*************T
(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
G*****@*************T
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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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% |