Timberland Investment Resources, LLC (Atlanta)

Name: Timberland Investment Resources, LLC
Address: 115 Perimeter Center Place, Atlanta, GA, 30346 1244
Telephone: 404-848-2000

Timberland Investment Resources, LLC is a large advisory firm based in Atlanta. It manages $1.61 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Massachusetts and Texas.

Timberland Investment Resources provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and timberland investment management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Timberland Investment Resources: assets under management

The assets under management (AUM) of Timberland Investment Resources, LLC is $1.61 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 6340% since the beginning of its operation, and $209.71 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.61 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $107.11 million each.

Timberland Investment Resources has custody of $35.15 million in cash and securities for 24 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Timberland Investment Resources, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

What kind of clients Mark Taylor Seaman serves?

The firm provides services to high net worth individuals, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Mark Taylor Seaman is state or municipal government entities with 13 clients and $1.12 billion of assets under management. Among the 7 most similar advisory firms, Timberland Investment Resources has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $1.61 billion for 24 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 17% of the firm’s clients are foreign persons or businesses.

Timberland Investment Resources also advises several private funds. Namely, three real estate funds. The minimum investment commitment required of non-related persons ranges from $600,000 to $30,000,000.

Careers at Timberland Investment Resources, LLC

The company employs 24 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 3 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Mark Taylor Seaman has been acting as President since 1 Aug 2003. Christopher Matthew Elwell joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Taylor Seaman	President	1 Aug 2003	50% - 75%	4761814
Houston Firefighters' Relief And Retirement Fund	Member	1 Aug 2003	25% - 50%	76-0172506
Gary Thomas Allred	Managing director	1 Oct 2003	Other	4761864
Tom Edmon Johnson	Managing director	1 Nov 2003	Other	4761843
Kevin L. Colin	Chief financial officer	1 Jan 2004	Other	4761871
Chung Hong Fu	Director - economic research	1 Mar 2004	Other	4617718
Jon Chris Curth	Director - real estate	1 Sep 2004	Other	5743005
Stephen H Smith	Director - forest management	1 Feb 2008	Other	5743006
Laura Wilson Freeman	Chief compliance officer	1 Feb 2011	Other	5905418
Timothy James Hartigan	Managing director	1 Mar 2014	Other	1264281
Christopher T Mathis	Director - real estate	1 Oct 2014	Other	6473340
Christopher Thomas Mathis	Director - real estate	1 Oct 2014	Other	6473340
Christopher Matthew Elwell	Managing director	1 Jul 2017	Other	6932797
Steven Lester Jack	Managing director	1 Jul 2017	Other	6932807
Christopher M Elwell	Managing director	1 Jul 2017	Other	6932797
Steven L Jack	Managing director	1 Jul 2017	Other	6932807

Based in Atlanta

The principal office where Timberland Investment Resources, LLC performs its advisory services is located at 115 Perimeter Center Place, Atlanta, GA 30346 1244, which is also the mailing address of the firm. An additional office of the firm is in Brookline, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-848-2000 or by fax 404-848-2006. The normal business hours are 8:30 to 5:00 on Monday - Friday. You can find more information about the New York firm at tirllc.com.