TIMBERLAND INVESTMENT RESOURCES, LLC

RIASEC RegisteredEst. 2004

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$152M

Accounts

13

Employees

30

Advisory reps

11

Firm details

Headquarters: Atlanta, Georgia
CRD number: 129663
Registered since: February 19, 2004
Website: tirllc.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government49.79%
Pooled Investment Vehicles34.71%
Pension & Profit Sharing Plans10.84%
Corporations / Businesses4.65%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Timberland Investment Resources, LLC is an SEC-registered LLC that operates as a real-estate-focused investment adviser serving institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and charges a combination of percentage-of-AUM and performance-based fees. It is structured as an owner-operated entity and has been SEC-registered since 2004. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Other98%
Cash & Cash Equivalents2%

Owners & executives

3 of 3

CHRISTOPHER MATHIS
Managing Partner and Chief Investment OfficerCRD 6473340
KEVIN COLIN
CFOCRD 4761871
MARK SEAMAN
Founder and CEOCRD 4761814

Contacts

3 of 8

TIFFANIE STARR
Managing DirectorCRD 7091320
TIMOTHY HARTIGAN
Managing Partner, PresidentCRD 1264281
Charles Dukes
Managing DirectorCRD 7895833

Unlock 5 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Atlanta, GA

DEKALB

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area: Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region: South
County: DEKALB
Address: 115 Perimeter Center Pl NE
Time zone: ET (UTC-5)
Office locations

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