Timothy Partners, Ltd. (Maitland)

Timothy Partners, Ltd. is a large advisory firm based in Maitland. It manages $931.78 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Timothy Partners provides portfolio management for investment companies. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Timothy Partners: assets under management

The assets under management (AUM) of Timothy Partners, Ltd. is $931.78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1641% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $931.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $931.78 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Timothy Partners, Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Timothy Partners serves?

The only and largest group of clients of Timothy Partners is investment companies with 1 clients and $931.78 million of assets under management. Among the 7 most similar advisory firms, Timothy Partners has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $931.78 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Timothy Partners doesn't advise any private funds.

Careers at Timothy Partners, Ltd.

The company employs 19 people that are either part- or full-time employees. 16 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Covenant Funds	Corporate manager general partner	1 Dec 1993	Other	59-3184290
Bonnie Jean Ally	Secretary of the general partner	1 May 1995	Other	2796327
Cheryl Marie Ally	Director of the general partner	1 May 1995	Other	2237206
Stephen Michael Ally	Vice president of the general partner	1 May 1995	Other	2144441
Terry William Covert	Treasurer of the general partner	1 May 1995	Other	1000023
Lc Timothy Partners	Limited partner	1 Nov 1999	Other	59-3558594
Terry William Covert	Vp/gen. counsel & chief compliance officer	1 Jan 2005	Other	1000023

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Arthur Douglas Ally	President of the general partner	1 Dec 1993	50% - 75%	855097

Based in Maitland

The principal office where Timothy Partners, Ltd. performs its advisory services is located at 1055 Maitland Center Commons, Maitland, FL 32751, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-644-1986 or by fax 407-644-4574. The normal business hours are 0900 - 1700 on Monday - Friday.