TIMECAPITAL INVESTOR ADVISORY SERVICES INC
Firm details
- Headquarters
- PORT JEFFERSON STATION, New York
- CRD number
- 105672
- Registered since
- July 29, 1976
- Website
- www.timecapital.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals81.84%
- HNWI18.05%
- Pension & Profit Sharing Plans0.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Timecapital Investor Advisory Services Inc is a small, fee-based registered investment adviser that has operated since 1976. The firm is organized as a corporation under individual ownership and serves both high‑net‑worth individuals/families and institutional clients. Its business mix centers on discretionary and non‑discretionary portfolio management for individuals, small businesses and institutional accounts, with advisory fees charged as a percentage of assets under management. The firm maintains a broker‑dealer affiliation and does not position itself as an active ESG investor or a pension consultant. Investment activity shows a clear equity focus complemented by allocations to third‑party alternative managers. Exchange‑traded equities are the primary asset sleeve and serve as the core implementation vehicle for client portfolios. Alternatives — specifically hedge funds and real estate strategies — are used as complementary sleeves, while mutual funds remain part of the toolkit for additional exposure and diversification.
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 Equities49%
- Private Funds40%
- Cash & Cash Equivalents11%
Contacts
3 of 4KEITH BUTLER
Executive DirectorCRD 6062206
Kerry Rothemich
Senior AccountantCRD 6990909
JOSEPH STEIN
n/aCRD 2370641
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORT JEFFERSON STATION, NY
SUFFOLK
Location
PORT JEFFERSON STATION, NY
Headquartered in PORT JEFFERSON STATION, 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
- SUFFOLK
- Address
- 1 Roosevelt Ave
- Time zone
- ET (UTC-5)
- Office locations
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