# Timber Bay Partners, LLC

> 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.

- CRD: 286653
- Filed as: TIMBER BAY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286653
- AdvisorCensus page: https://advisorcensus.com/firm/timber-bay-partners-llc-cincinnati-oh-286653

## Quick answers

**How is Timber Bay Partners, LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Timber Bay Partners, LLC located?**
Timber Bay Partners, LLC's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Timber Bay Partners, LLC registered with the SEC or a state?**
Timber Bay Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 286653.

**How much does Timber Bay Partners, LLC manage?**
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).

**How have Timber Bay Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Timber Bay Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Timber Bay Partners, LLC report any disciplinary disclosures?**
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

**What changed in Timber Bay Partners, LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,052,014,714
- Discretionary: $1,052,014,714
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $1,052,014,714 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- timberbaypartners.com
- LinkedIn @timber-bay-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $313,388,377 | 5 | June 2, 2021 |
| October 2022 | $581,075,782 | 6 | June 22, 2022 |
| October 2023 | $581,173,086 | 7 | August 21, 2023 |
| October 2024 | $721,680,345 | 7 | June 10, 2024 |
| October 2025 | $771,651,556 | 8 | May 23, 2025 |
| October 2026 | $1,052,014,714 | 9 | July 30, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $771,651,556 to $1,052,014,714 (+36%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Timber Bay Partners, LLC (CRD 286653): Form ADV filing data as of October 2026.