Timber Point Capital Management provides portfolio management for investment companies and selecting other managers.
Timber Point Capital Management reports 3 clients. They include 2 investment companies and 1 other investment adviser. Of its assets, 100.0% ($188M across 3 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 67% | 31% |
| Other investment advisers | 33% | 69% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 2 | $58.2M | 30.9% | $29.1M |
| Other investment advisers | 1 | $130M | 69.1% | $130M |
| Total | 3 | $188M | 100% | $62.8M |
- Clients
- 2
- Regulatory AUM
- $58.2M
- AUM share
- 30.9%
- Avg. per client
- $29.1M
- Clients
- 1
- Regulatory AUM
- $130M
- AUM share
- 69.1%
- Avg. per client
- $130M
Total
- Clients
- 3
- Regulatory AUM
- $188M
- AUM share
- 100%
- Avg. per client
- $62.8M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Timber Point Capital Management is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Beechmont Holding Corp owns 50% to 75% of Timber Point Capital Management and is in turn owned by David Cleary (75% or more). The leadership team of Timber Point Capital Management includes Chief Compliance Officer David Cleary. It has 4 employees, 3 of them in advisory roles.
Leadership
- David ClearyChief Compliance Officer
- Patrick MullinMember
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Timber Point Capital Management LLC
Beechmont Holding Corp
Control person · since January 2020
- Owns 75% or more of Beechmont Holding Corp
David Cleary
Control person · since January 2020
- Owns 10% to 25% of Timber Point Capital Management LLC
Patrick Mullin
Control person · since July 2020
Timber Point Capital Management’s regulatory assets grew 1.8× from $107M (March 2021) to $188M (March 2026); clients fell from 11 to 3 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $188M | 3 | 4 | 1 |
| March 2025 | $42.4M | 2 | 3 | 1 |
| March 2024 | $29.5M | 2 | 3 | 1 |
| May 2023 | $32.5M | 2 | 4 | 1 |
| March 2022 | $115M | 27 | 4 | 1 |
| March 2021 | $107M | 11 | 4 | 1 |
Besides its headquarters, Timber Point Capital Management has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 4 Westchester Park Drive, Ste 100, White PlainsHQ
Contact and registration details
- Legal name
- Timber Point Capital Management LLC
- Headquarters
- 4 Westchester Park Drive, Ste 100, White Plains, NY 10604
- Website
- timberpointcapital.com
- Phone
- 914-898-3038
- @timber-point-capital-management
- SEC file
- 801-118290
- Structure
- New York LLC
- Fiscal year end
- December
Timber Point Capital Management uses Fidelity ($130M) as custodian for its separately managed accounts. Timber Point Capital Management does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $130M100%
At year end, Timber Point Capital Management’s separately managed accounts were mostly in stocks (74%) and funds (20%).
What the accounts hold
- Stocks74%
- Funds20%
- Bonds3%
- U.S. government and agency bonds2%
- State and local bonds1%
- Cash3%
How many clients does Timber Point Capital Management have?
Timber Point Capital Management has 3 clients and manages $188 million for them, as of March 2026. They include 2 investment companies and 1 other investment adviser.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Timber Point Capital Management offer?
Timber Point Capital Management provides portfolio management for investment companies and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Timber Point Capital Management use?
Timber Point Capital Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $130M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Timber Point Capital Management have?
Timber Point Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Timber Point Capital Management invest in?
At the end of its last fiscal year, Timber Point Capital Management’s separately managed accounts held 74% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 2% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Timber Point Capital Management?
Timber Point Capital Management is owned through a holding company by David Cleary. Its direct owners are Beechmont Holding Corp (50% to 75%) and Patrick Mullin (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Timber Point Capital Management get paid?
Timber Point Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Timber Point Capital Management?
Timber Point Capital Management’s main office is at 4 Westchester Park Drive, Ste 100, White Plains, NY 10604. Its phone number is 914-898-3038. Its website is timberpointcapital.com.