Timothy Partners, Ltd.

Overview

Timothy Partners, Ltd. is organized as a limited partnership and has been SEC-registered since 1994. The firm operates primarily for institutional clients and functions as a broker-dealer while providing portfolio management services for investment companies. Its revenue model is fee-based, billed as a percentage of assets under management. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator. Other firm attributes reported include domestic ownership and a long-established regulatory presence; it is not newly formed, does not act as a pension consultant, and is not reported as a related adviser to another firm.

Assets & Accounts