Timber Bay Partners, LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$263M
Accounts
4
Employees
9
Advisory reps
4

Firm details

Headquarters
Cincinnati, Ohio
CRD number
286653
Registered since
July 24, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Timber Bay Partners, LLC is structured as a privately held limited liability company operating as a private equity fund manager. The firm is SEC-registered (since 2020) and serves institutional clients. Its stated advisory activity is portfolio management for pooled investment vehicles, and it functions as a sponsor/GP and managing member of those vehicles. Ownership is listed as individual, and the firm does not present itself as a capital allocator or an active ESG investor. Fee arrangements include a percentage-of-AUM component alongside performance-based fees.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Musa Abdul-basser

    Musa Abdul-basser

    Chief Legal OfficerCRD 7068664

  • Patrick Hayes

    Patrick Hayes

    Chief Compliance OfficerCRD 6571587

  • Emily Merkle

    Emily Merkle

    Chief Financial OfficerCRD 7525342

Contacts

1 of 1
  • Joseph Woods

    Joseph Woods

    Managing PartnerCRD 6749176

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
600 Vine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth