The Lyme Timber Company Llc
- Regulatory AUM
- $774M
- Discretionary
- $0
- Clients
- 11
- Avg AUM / client
- $70.4M
- Accounts
- 13
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $675M | 87.2% |
| Charitable organizations | Fewer than 5 clients | $35.4M | 4.58% |
| Insurance companies | Fewer than 5 clients | $63.7M | 8.23% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hourdequin, James, William | Ceo, Managing Director | May 2009 (17y) | 25% – 50% | |
| Morrow, Thomas, Reid | Managing Director | May 2009 (17y) | 10% – 25% | |
| Stein, Peter, Richard | Managing Director | May 2009 (17y) | 5% – 10% | |
| Hoffer, David, Paul | President, Managing Director, General Counsel, Chief Compliance Officer | Jul 2014 (12y) | 10% – 25% | |
| Ross, Sean, T. | Managing Director | Jan 2018 (9y) | 10% – 25% | |
| Kitz, Sarah, Mahlab | Managing Director | Jan 2023 (4y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ltc Management Llc | Manager Of The Lyme Timber Company Llc | Jan 2022 | A | Less than 5% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
- • Other fees
- • FEES FOR CONSULTING SERVICES. DEAL-SOURCING FEES.
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗