Timbercreek Investment Management (U.S.) LLC is a large advisory firm based in New York. It manages $112.4 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2018.
Timbercreek Investment Management (U.S.) provides portfolio management for investment companies and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Timbercreek Investment Management (U.S.) LLC is $112.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Timbercreek Investment Management (U.S.) 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.
The firm provides services to investment companies, charitable organizations, other investment advisers, and pooled investment vehicles. The largest group of clients of Samuel Joshua Sahn is other investment advisers with 1 clients and $40.57 million of assets under management. Among the 11 most similar advisory firms, Timbercreek Investment Management (U.S.) has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $112.4 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Timbercreek Investment Management (U.S.) also advises several private funds. Namely, one real estate fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 13 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Samuel Joshua Sahn has been acting as President since 1 Jan 2015. Timothy James Fitzpatrick joined the executive team most recently as the Chief Compliance Officer.
The principal office where Timbercreek Investment Management (U.S.) LLC performs its advisory services is located at 535 Fifth Avenue, New York, NY 10017, 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 917-439-9192. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at timbercreek.com.