THE LYME TIMBER COMPANY LLC

RIASEC RegisteredEst. 2014
Total AUM
$774M
Discretionary
$0
0% of AUM
Avg account
$59.5M
Accounts
13
Employees
18
Advisory reps
7

Firm details

Headquarters
HANOVER, New Hampshire
CRD number
171953
Registered since
August 20, 2014
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles87.19%
  • Insurance Companies8.23%
  • Charitable Organizations4.58%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The Lyme Timber Company LLC operates as an institutional-focused advisory and sponsor/manager of pooled investment vehicles, with its SEC registration dating to 2014. Its advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions, and the firm also serves as sponsor, general partner and managing member of those pooled vehicles. The firm reports itself as an institutional adviser that is not an active ESG investor and does not operate as a multi-state adviser. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee and performance-based components, reflecting arrangements typical for managers that combine advisory services with direct sponsor roles. All reported assets are categorized as non-discretionary on the filing.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • JAMES HOURDEQUIN

    CEO and Managing DirectorCRD 6374688

Contacts

3 of 6
  • PETER STEIN

    OwnerCRD 6374694

  • JESSE PHELPS

    Associate General CounselCRD 8063209

  • Sean Ross

    Managing DirectorCRD 6912459

Unlock 3 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

HANOVER, NH

GRAFTON

Location

HANOVER, NH

Headquartered in HANOVER, NH, in the Northeast of the United States.

Region
Northeast
County
GRAFTON
Address
23 S Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth