Timber Point Capital Management

RIASEC RegisteredEst. 2020
Total AUM
$188M
Discretionary
$188M
100% of AUM
Avg account
$62.8M
Accounts
3
Employees
4
Advisory reps
2

Firm details

Headquarters
White Plains, New York
CRD number
307366
Registered since
March 25, 2020
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • Other Investment Advisers69.11%
  • Investment Companies30.89%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Timber Point Capital Management is a privately held institutional RIA formed as a limited liability company and registered with the SEC in 2020. The firm serves institutional clients and operates as a capital allocator, charging fees as a percentage of assets under management. Its advisory scope includes portfolio management for investment companies and selection of third‑party advisers. Ownership is listed as a mix of a domestic entity and an individual. Timber Point does not identify as an active ESG investor and is not set up as a multi‑state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 74%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 3%, US Government Bonds 2%, State & Local Bonds 1%74%
  • Exchange Traded Equities74%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • David Cleary

    David Cleary

    President, Chief Investment OfficerCRD 2480484

Contacts

1 of 1
  • Patrick Mullin

    Patrick Mullin

    PartnerCRD 1567630

Wealth teams

FINTRX

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

White Plains, NY

Westchester

Location

White Plains, NY

Headquartered in White Plains, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Westchester
Address
4 Westchester Park Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth