Timber Point Capital Management
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Learn more about Timber Point Capital Management
Overview
Timber Point Capital Management is an advisory firm that has its headquarters in Briarcliff Manor, New York. The firm handles $32.5 million in total assets over two customer accounts. Timber Point Capital Management has a small team, including 3 financial advisors. Timber Point Capital Management is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as bonds, equities and options.
Timber Point Capital Management oversees all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell judgments are made by an investment advisor without requiring the client's permission. The investment advisory firm's typical account size is $16.3 million. The average financial advisor at Timber Point Capital Management administers fewer than one client account, making it one of the most personalized advisor firms in the country.
The firm's central office is at 555 Pleasantville Rd, Briarcliff Manor, New York 10510. The company is registered to provide services to investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Timber Point Capital Management by the Numbers
$32.5 million
4
2
$16.3 million
Fee Structure
Fees for financial management depend on which services the firm provides the client. Fees billed by Timber Point Capital Management most likely include any combination of the following fee types: asset-based or fixed. Timber Point Capital Management does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with investment companies. Out of its two clients, Timber Point Capital Management's biggest client type by number of accounts is investment companies. None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Timber Point Capital Management does not have any disclosures.
Please visit its Form ADV for more details.
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