Domain Timber Advisors, LLC (Atlanta)
Domain Timber Advisors, LLC is a large advisory firm based in Atlanta. It manages $755.25 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Florida and Georgia.
Domain Timber Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Domain Timber Advisors: assets under management
The assets under management (AUM) of Domain Timber Advisors, LLC is $755.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Domain Timber Advisors, LLC 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.
What kind of clients Patrick Ralph Leardo serves?
The only and largest group of clients of Patrick Ralph Leardo is pooled investment vehicles with 5 clients and $755.25 million of assets under management. Among the 9 most similar advisory firms, Domain Timber Advisors has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $755.25 million for 5 clients. None of the firm’s clients are foreign persons or businesses.
Domain Timber Advisors doesn't advise any private funds.
Careers at Domain Timber Advisors, LLC
The company employs 24 people that are either part- or full-time employees. 29 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.
Patrick Ralph Leardo has been acting as President since 1 Nov 2016. Carolyn Alice Seabolt joined the executive team most recently as the Chief Legal Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Atlanta
The principal office where Domain Timber Advisors, LLC performs its advisory services is located at 1230 Peachtree Street, Ne, Atlanta, GA 30309, 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 770-628-0700 or by fax 770-628-0749. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at domaintimberadvisors.com.
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