THE LYME TIMBER COMPANY LLC
Adviser information for THE LYME TIMBER COMPANY LLC last updated from Form ADV on March 15th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 18 |
|---|---|
| Investment Advisory/Research | 9 |
| 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 | 9 | $738.6M |
| Total | 9 | $738.6M |
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 | 10 | $672.6M |
| 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 | <5 | $66.0M |
| 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 clientsCONSULTING SERVICES ON LAND CONSERVATION STRATEGY; ADMINISTRATIVE AND ACCOUNTING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based feesFEES FOR CONSULTING SERVICES ON LAND CONSERVATION STRATEGIES |
| Other Business Activities | Real estate broker, dealer, or agent |
Identifiers
| SEC RIA File Number | 801-80140 |
|---|---|
| SEC ERA File Number | 801-80140 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 171953 |
| Legal Entity Identifier | None |
Principal Office
23 SOUTH MAIN STREETSUITE 3A
HANOVER
NH
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 603-643-3300, Fax: 603-643-0331
Chief Compliance Officer
DAVID HOFFER
MANAGING DIRECTOR, GENERAL COUNSEL, PRESIDENT
23 SOUTH MAIN STREET
SUITE 3A
HANOVER
NH
United States
Tel:
603-643-3300 X1110
Fax:
603-643-0331
D******@*************M
(Full email address available in API data)
Industry Affiliates
| LCOF GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| LFF IV GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| LFF V GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| LGL CO-INVEST GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STEIN, PETER, RICHARD | Individual | – | MANAGING DIRECTOR | 05/2009 | 5-10% |
| HOFFER, DAVID, PAUL | Individual | – | PRESIDENT, MANAGING DIRECTOR, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | 07/2014 | 10-25% |
| HOURDEQUIN, JAMES, WILLIAM | Individual | – | CEO, MANAGING DIRECTOR | 05/2009 | 25-50% |
| MORROW, THOMAS, REID | Individual | – | MANAGING DIRECTOR | 05/2009 | 10-25% |
| ROSS, SEAN, T. | Individual | – | MANAGING DIRECTOR | 01/2018 | 10-25% |
| LTC MANAGEMENT LLC | Domestic Entity | – | MANAGER OF THE LYME TIMBER COMPANY LLC | 01/2022 | < 5% |
| KITZ, SARAH, MAHLAB | Individual | – | MANAGING DIRECTOR | 01/2023 | 5-10% |