Timbercreek Investment Management Inc. is an adviser based in Toronto, Ontario. It manages $938.12 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2018.
Timbercreek Investment Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Timbercreek Investment Management Inc. is $938.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and $938.12 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Timbercreek Investment Management Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to other investment advisers, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Corrado Roberto Russo is pooled investment vehicles with 3 clients and $503.44 million of assets under management. Among the 4 most similar advisory firms, Timbercreek Investment Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $938.12 million for 11 clients. 100% of the firm’s clients are foreign persons or businesses.
Timbercreek Investment Management doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Corrado Roberto Russo has been acting as President since 1 Jun 2017. Timothy James Fitzpatrick joined the executive team most recently as the Chief Compliance Officer.
The principal office where Timbercreek Investment Management Inc. performs its advisory services is located at 25 Price Street, Toronto, Ontario, M4 W 1 Z1, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 416-923-9967. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at timbercreek.com.