{ "crd_number": 286653, "slug": "timber-bay-partners-llc-cincinnati-oh-286653", "primary_business_name": "TIMBER BAY PARTNERS, LLC", "legal_name": "TIMBER BAY PARTNERS, LLC", "dbas": [], "city": "Cincinnati", "state": "OH", "country": "United States", "cbsa_code": "17140", "metro": { "cbsa_code": "17140", "common_name": "Cincinnati", "msa_name": "Cincinnati, OH-KY-IN", "path": "/advisors/oh/cincinnati" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2020-07-24", "years_registered": 6, "period": "2026-10-01", "filing_date": "2026-07-30", "carried_forward": false, "raum_total": 1052014714.0, "raum_discretionary": 1052014714.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 9, "advisory_employees": 9, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1052014714.0, "count": 4 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "OH" ], "websites": [ "https://linkedin.com/company/timber-bay-partners-llc/about", "https://timberbaypartners.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286653", "city_as_filed": "CINCINNATI", "url": "https://advisorcensus.com/firm/timber-bay-partners-llc-cincinnati-oh-286653", "display_name": "Timber Bay Partners, LLC", "summary": "Timber Bay Partners, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.", "citation": "AdvisorCensus. Timber Bay Partners, LLC (CRD 286653): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Timber Bay Partners, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Timber Bay Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Timber Bay Partners, LLC located?", "a": "Timber Bay Partners, LLC's principal office is in Cincinnati, OH, according to its Form ADV." }, { "q": "Is Timber Bay Partners, LLC registered with the SEC or a state?", "a": "Timber Bay Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 286653." }, { "q": "How much does Timber Bay Partners, LLC manage?", "a": "Timber Bay Partners, LLC reports $1,052,014,714 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary)." }, { "q": "How have Timber Bay Partners, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Timber Bay Partners, LLC: Regulatory assets under management: $313,388,377 in the October 2021 data and $1,052,014,714 in the October 2026 data, up 236%. Total employees: 5 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Timber Bay Partners, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4)." }, { "q": "Does Timber Bay Partners, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286653" }, { "q": "What changed in Timber Bay Partners, LLC's recent Form ADV filings?", "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 313388377.0, "total_employees": 5, "filing_date": "2021-06-02" }, { "period": "2022-10-01", "regulatory_assets_under_management": 581075782.0, "total_employees": 6, "filing_date": "2022-06-22" }, { "period": "2023-10-01", "regulatory_assets_under_management": 581173086.0, "total_employees": 7, "filing_date": "2023-08-21" }, { "period": "2024-10-01", "regulatory_assets_under_management": 721680345.0, "total_employees": 7, "filing_date": "2024-06-10" }, { "period": "2025-10-01", "regulatory_assets_under_management": 771651556.0, "total_employees": 8, "filing_date": "2025-05-23" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1052014714.0, "total_employees": 9, "filing_date": "2026-07-30" } ], "recent_changes": [ { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 8 to 9.", "Regulatory assets under management went from $771,651,556 to $1,052,014,714 (+36%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/timber-bay-partners-llc-cincinnati-oh-286653.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 4, "fewer_than_5": false, "raum": 1052014714.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286653", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }