Timonier Family Office, Ltd.
● SEC registered since 2009CRD 150748SEC# 801-70341Winston Salem, NC
Reg. AUM
$450.3M
Employees
8
Accounts
707
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 $450.3 million in regulatory assets under management and employs 8 people.
Timonier Family Office, Ltd. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Janice Jacoby French Control | Vice President And Cco | 10-25% | 2020 |
| Nicholas C Baker Control | President | 50-75% | 2020 |
| Robert Lack Control | General Counsel | 10-25% | 2020 |
Frequently asked questions
How much does Timonier Family Office, Ltd. manage?
Timonier Family Office, Ltd. reports $450.3 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
| Address | 121 Reynolda Village, Suite B, Winston Salem, NC 27106 |
| Phone | 336-725-5010 |
| Fax | 336-725-5002 |
| Office hours | 8:30a.m.-5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$450.3M▲ 33%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$450.3Mregulatory AUM
Discretionary $408MNon-discretionary $42.3M