Timber Point Capital Management
Firm details
- Headquarters
- White Plains, New York
- CRD number
- 307366
- Registered since
- March 25, 2020
- Website
- www.timberpointcapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
1 of 1
David Cleary
President, Chief Investment OfficerCRD 2480484
Contacts
1 of 1
Patrick Mullin
PartnerCRD 1567630
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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