Timber Point Capital Management Llc
- Regulatory AUM
- $188M
- Discretionary
- $188M
- Clients
- 3
- Avg AUM / client
- $62.8M
- Accounts
- 3
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $58.2M | 30.9% |
| Other investment advisers | 1 | $130M | 69.1% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thibodeaux, Ryan, David | Member | Jan 2013 (14y) | ≈ 3.75% – 10% via Goodwood Capital Management | |
| David Cleary | President | CFA | Jan 2020 (7y) | ≈ 37.5% – 75% via Beechmont Holding Corp |
| Patrick Mullin | Member | CFA | Jul 2020 (6y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Beechmont Holding Corp | Member | Jan 2020 | A | 50% – 75% |
| Goodwood Capital Management | Member | Jan 2020 | A | 5% – 10% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Thibodeaux, Ryan, David: 75% – 100% of Goodwood Capital Management × 5% – 10% direct ≈ 3.75% – 10% of the firm
- David Cleary: 75% – 100% of Beechmont Holding Corp × 50% – 75% direct ≈ 37.5% – 75% of the firm
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 | 979 KB | 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
Services
- • Portfolio management for investment companies
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $130M (69% of AUM) Mar 2026
- TD Ameritrade $14.8M (13% of AUM) Dec 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
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) ↗