Timber Point Capital Management
SEC RegisteredInstitutional Rigor. Flexible Engagement.
About the firm
Timber Point Capital Management bridges the gap between institutional investment management and independent financial advisors — delivering the depth, discipline, and resources of a major institution without the constraints. The firm offers outsourced chief investment officer (OCIO) solutions and proprietary investment strategies built on decades of institutional portfolio management experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Outsourced Chief Investment Officer (OCIO) solutions providing institutional-grade portfolio construction and risk management; advisor partnership working alongside independent advisors; proprietary investment strategies spanning equities, fixed income, and alternatives.
Who they serve
Independent financial advisors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 1 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timber Point Capital Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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