Domain Timber Advisors, LLC

RIASEC RegisteredEst. 2017
Total AUM
$576M
Discretionary
$576M
100% of AUM
Avg account
$96M
Accounts
6
Employees
28
Advisory reps
8

Firm details

Headquarters
Atlanta, Georgia
CRD number
287750
Registered since
April 14, 2017
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Domain Timber Advisors, LLC is a limited liability company registered with the SEC in 2017 that operates as an institutional registered investment adviser. Its primary advisory activity is portfolio management for pooled investment vehicles, and the firm serves an institutional client base rather than retail investors. Fee arrangements include a percentage-of-AUM component and performance-based fees, consistent with fund-style management. Domain Timber Advisors also functions in sponsor and general partner roles for pooled vehicles and acts as a sponsor of limited partnerships outside of pooled-vehicle structures. The firm is not positioned as a capital allocator to a broad slate of third‑party managers and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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
  • Micheal Alexander

    Chief Compliance OfficerCRD 7432998

  • Sergil Naviwala

    Sergil Naviwala

    CFO and Managing DirectorCRD 5329613

  • Patrick Leardo

    Patrick Leardo

    Chief Executive OfficerCRD 834745

Contacts

3 of 5
  • Carolyn Seabolt

    Carolyn Seabolt

    Managing DirectorCRD 5511787

  • Donald Warden

    Managing DirectorCRD 4927355

  • Scott Reaves

    Managing DirectorCRD 8066345

Unlock 2 more contacts

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

Atlanta, GA

Fulton

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
Fulton
Address
1230 Peachtree St Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth