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TIMBER POINT CAPITAL MANAGEMENT

WHITE PLAINS, NY · CRD 307366 · IAPD ↗ · timberpointcapital.com · 9148983038

$188.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
April 2026 — TIMBER POINT CAPITAL MANAGEMENT moved its main office from BRIARCLIFF MANOR, NY to WHITE PLAINS, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2026 — TIMBER POINT CAPITAL MANAGEMENT reported RAUM up 345% ($42.4M -> $188.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2025 — TIMBER POINT CAPITAL MANAGEMENT reported RAUM up 43% ($29.5M -> $42.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.