Timeless Investment Management & Research, LLC (Chicago)


Timeless Investment Management & Research, LLC is a large advisory firm based in Chicago. It manages $94.12 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002.

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Timeless Investment Management & Research provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Timeless Investment Management & Research: assets under management

The assets under management (AUM) of Timeless Investment Management & Research, LLC is $94.12 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $94.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $94.12 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Timeless Investment Management & Research, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Timeless Investment Management & Research, LLC

Michael Curtis Wolcott has been acting as President since 1 Aug 2002. Patrick Joseph Wolcott joined the executive team most recently as the Principal, Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
John Steven Lavery Cfo 1 Jul 2002 Other 2372207
Llc Timeless Associates Member 1 Jul 2002 75% - 100% 32-0024099
Llc Timeless Partners I Member 1 Jul 2002 50% - 75% applied for
Michael Curtis Wolcott President 1 Aug 2002 Other 3003484
Llc Strategic Investment Group Ventures Member 1 Aug 2002 50% - 75% 31-1745284
Patrick Joseph Wolcott Principal, chief compliance officer 1 Sep 2004 Other 4566864

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Strategic Investment Management Managing member 1 Apr 2000 Other 104862
California Public Employees' Retirement System Member 1 Apr 2000 75% - 100% 94-6207465
Michael Curtis Wolcott Managing member 1 Jul 2002 75% - 100% 3003484
Kevin Joseph Mcgrath Member 1 Aug 2002 Other 1183391
Gary Joseph Kauppila Member 1 Aug 2002 Other 2665331
Patrick Joseph Wolcott Member 1 Aug 2002 Other 4566864
Jane E Becker Member 1 Jan 2003 Other 4401081
Jane Elizabeth Becker Member 1 Jan 2003 Other 4401081

Based in Chicago

The principal office where Timeless Investment Management & Research, LLC performs its advisory services is located at 300 West Hubbard, Chicago, IL 60610, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312.578.9595 or by fax 312.578.9696. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.timr.com.