The Lyme Timber Company LLC

RIASEC RegisteredEst. 2014
Total AUM
$774M
Discretionary
$0
0% of AUM
Avg account
$59.5M
Accounts
13
Employees
18
Advisory reps
7

Firm details

Headquarters
Hanover, New Hampshire
CRD number
171953
Registered since
August 20, 2014
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles87.19%
  • Insurance Companies8.23%
  • Charitable Organizations4.58%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The Lyme Timber Company LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser. The firm’s advisory mandate centers on managing portfolios for pooled investment vehicles and for business or institutional clients. It also serves as a sponsor, general partner and managing member of pooled investment vehicles, indicating an active role in structuring and operating fund vehicles rather than acting solely as a passive allocator to third-party managers. The firm’s client base is institutional, and its fee arrangements are varied: it employs AUM-based fees as well as performance fees, and also uses fixed and hourly billing in some engagements. The firm’s filings indicate it is not registered as a multi-state adviser and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • James Hourdequin

    James Hourdequin

    CEO and Managing DirectorCRD 6374688

Contacts

3 of 6
  • Peter Stein

    Peter Stein

    OwnerCRD 6374694

  • Jesse Phelps

    Associate General CounselCRD 8063209

  • Sean Ross

    Managing DirectorCRD 6912459

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Hanover, NH

Grafton

Location

Hanover, NH

Headquartered in Hanover, NH, in the Northeast of the United States.

Region
Northeast
County
Grafton
Address
23 S Main St
Time zone
ET (UTC-5)
Office locations

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