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TIMBER POINT CAPITAL MANAGEMENT
Legal name: TIMBER POINT CAPITAL MANAGEMENT LLC
CRD 307366File 801-118290
APPROVED
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$188.3M
Bottom 25% of cohort (national)
Discretionary AUM
$188.3M
Clients
3
3 accounts
Employees
4
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 25, 2020
- Principal office
- 4 WESTCHESTER PARK DRIVE, STE 100, WHITE PLAINS, NY, 10604
- Phone
- 9148983038
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $188.3M
- Discretionary AUM
- $188.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $62.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $58.2M |
| Other investment advisers | 1 | $130.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2026 | Clients | 2 | 3 | increased by1 |
| Apr 1, 2026 | AUM | $42,361,877 | $188,347,080 | increased by$145,985,203 |
| Apr 1, 2026 | Accounts | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 27 | 2 | decreased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $115,184,692 | $42,361,877 | decreased by$72,822,815 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 27 | 2 | decreased by25 |
| Apr 1, 2022 | Clients | 11 | 27 | increased by16 |
| Apr 1, 2022 | AUM | $106,886,842 | $115,184,692 | increased by$8,297,850 |
| Apr 1, 2022 | Accounts | 15 | 27 | increased by12 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TIMBER POINT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TIMBER POINT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.