{ "crd_number": 129663, "slug": "timberland-investment-resources-llc-atlanta-ga-129663", "primary_business_name": "TIMBERLAND INVESTMENT RESOURCES, LLC", "legal_name": "TIMBERLAND INVESTMENT RESOURCES, LLC", "dbas": [], "city": "Atlanta", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2004-02-19", "years_registered": 22, "period": "2026-10-01", "filing_date": "2026-03-27", "carried_forward": false, "raum_total": 1976086992.0, "raum_discretionary": 1976086992.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 30, "advisory_employees": 30, "client_count_bucket": null, "clients_by_type": { "state_municipal": { "raum": 983924198.0, "count": 4 }, "pension_profit_sharing": { "raum": 214237635.0, "count": 2 }, "pooled_investment_vehicles": { "raum": 685981471.0, "count": 6 }, "corporations_other_businesses": { "raum": 91943688.0, "count": 1 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "other", "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "GA", "MA", "TX" ], "websites": [ "https://tirllc.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/129663", "city_as_filed": "ATLANTA", "url": "https://advisorcensus.com/firm/timberland-investment-resources-llc-atlanta-ga-129663", "display_name": "Timberland Investment Resources, LLC", "summary": "Timberland Investment Resources, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2004, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.", "citation": "AdvisorCensus. Timberland Investment Resources, LLC (CRD 129663): 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)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Other" ], "quick_answers": [ { "q": "How is Timberland Investment Resources, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Timberland Investment Resources, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Timberland Investment Resources, LLC located?", "a": "Timberland Investment Resources, LLC's principal office is in Atlanta, GA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Timberland Investment Resources, LLC registered with the SEC or a state?", "a": "Timberland Investment Resources, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 129663." }, { "q": "How much does Timberland Investment Resources, LLC manage?", "a": "Timberland Investment Resources, LLC reports $1,976,086,992 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)." }, { "q": "How have Timberland Investment Resources, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Timberland Investment Resources, LLC: Regulatory assets under management: $1,857,635,458 in the October 2021 data and $1,976,086,992 in the October 2026 data, up 6%. Total employees: 24 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Timberland Investment Resources, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6); state or municipal government entities (including government pension plans) (4); pension and profit sharing plans (but not the plan participants or government pension plans) (2)." }, { "q": "Does Timberland Investment Resources, 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/129663" }, { "q": "What changed in Timberland Investment Resources, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 29 to 30." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1857635458.0, "total_employees": 24, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1866497028.0, "total_employees": 23, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2078167079.0, "total_employees": 27, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1949306529.0, "total_employees": 29, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2005963177.0, "total_employees": 30, "filing_date": "2025-03-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1976086992.0, "total_employees": 30, "filing_date": "2026-03-27" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 29 to 30." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/timberland-investment-resources-llc-atlanta-ga-129663.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 6, "fewer_than_5": false, "raum": 685981471.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 2, "fewer_than_5": false, "raum": 214237635.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 4, "fewer_than_5": false, "raum": 983924198.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 1, "fewer_than_5": false, "raum": 91943688.0 } ], "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/129663", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }