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 a private equity manager that runs pooled investment vehicles for institutional investors. The firm structures and manages closed-end private funds and serves as sponsor, general partner and managing member on those vehicles, concentrating capital into private equity strategies while also allocating to venture capital and commodity exposures. Timber Bay charges a combination of a percentage-of-assets fee and performance-based fees, signaling a traditional private markets alignment where carried interest and fund-level incentives play a material role in manager compensation. Investment activity is concentrated: the firm’s largest commitments are to private equity, and its advisory work is narrowly focused on portfolio management for pooled vehicles rather than individually managed retail accounts. Timber Bay does not present itself as an active ESG investor, and its client base is institutional, consistent with its role as a fund manager and GP.

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

    Chief Legal OfficerCRD 7068664

  • Patrick Hayes

    Chief Compliance OfficerCRD 6571587

  • Emily Merkle

    Chief Financial OfficerCRD 7525342

Contacts

1 of 1
  • Joseph Woods

    Managing PartnerCRD 6749176

Wealth teams

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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