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 an LLC-structured investment adviser that registered with the SEC in 2020 and focuses on pooled investment vehicles organized as private equity funds. The firm operates for institutional clients and charges a combination of asset-based fees and performance-linked fees. Its advisory activity is centered on portfolio management for pooled vehicles, and the firm is identified as a sponsor/GP and managing member of those vehicles rather than merely a passive allocator. Timber Bay does not identify itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. Ownership is listed as individual, and the firm is classified in the data set as a private equity fund manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Musa Abdul-basser

    Musa Abdul-basser

    Chief Legal OfficerCRD 7068664

  • Patrick Hayes

    Patrick Hayes

    Chief Compliance OfficerCRD 6571587

  • Jason Wehby

    Jason Wehby

    CFOCRD 7717777

Contacts

1 of 1
  • Joseph Woods

    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