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Timonier Family Office, Ltd.

● SEC registered since 2009CRD 150748SEC# 801-70341Winston Salem, NC
Export (members)
Reg. AUM
$388.8M
Employees
8
Accounts
758
Location
Winston Salem, NC

Timonier Family Office, Ltd. assets under management

Timonier Family Office, Ltd. is an SEC-registered investment adviser based in Winston Salem, NC. The firm has been registered since 2009. It reports $388.8 million in regulatory assets under management and employs 8 people.
www.timonier.comView on SEC.gov ↗

Timonier Family Office, Ltd. owners & executives

4 reported
NameTitleOwnershipSince
Janice Jacoby French ControlVice President And Cco25-50%2020
Maurice Michael Atkins ControlChief Financial Officer5-10%2022
Nicholas C Baker ControlPresident25-50%2020
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Frequently asked questions

How much does Timonier Family Office, Ltd. manage?

Timonier Family Office, Ltd. reports $388.8 million in regulatory assets under management on its Form ADV.

How many employees does Timonier Family Office, Ltd. have?

Timonier Family Office, Ltd. reports 8 employees.

Where is Timonier Family Office, Ltd. located?

Timonier Family Office, Ltd. is based in Winston Salem, NC and has been SEC-registered since 2009.

Does Timonier Family Office, Ltd. disclose fund performance?

Timonier Family Office, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address121 Reynolda Village, Suite B, Winston Salem, NC 27106
Phone336-725-5010
Fax336-725-5002
Office hours8:30a.m.-5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$347.1M
Non-discretionary$41.8M
Total (RAUM)$388.8M