SourcingSourcing

TIMBERLAND INVESTMENT RESOURCES, LLC

C26
CRD 129663·SEC 801-62821·ATLANTA, GA
AUM
$1.98B
$1B+
Est. Revenue
$19.8M
@ 1% on AUM
Est. EBITDA
$5.9M
@ 30% margin
Est. Deal Value
$47.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TIMBERLAND INVESTMENT RESOURCES, LLC
CRD
129663
SEC file #
801-62821
EIN
415169067
DBA names
—

Economics

AUM
$1.98B
AUM band
$1B+
AUM trajectory
'20'26
$1.61B → $1.98B▲ +23%
Client mix
Pooled Investment Vehicles6
State Or Municipal Govt4
Pension Profit Sharing Plans2
Corporations1

Operations

Employees (total)
30
Advisory staff (per ADV)
30
Advisory staff (5-yr trend)
'20'26
20 advisors → 30 advisors▲ +50%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
tirllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SEAMAN, MARK, TAYLOR
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
10
Control Persons
SEAMAN, MARK, TAYLOR
HARTIGAN, TIMOTHY, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TIRLLC.COM
Rdap Domain Creation Date
2003-09-22T20:19:58Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Participants
36
Form 5500 Total Compensation
1,725,525
Form 5500 Compensation Trajectory 3y
20251,725,525
20240
Form 5500 Plan Count Trajectory 3y
20252
20241
Schedule C Total Compensation
1,725,525
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0002127961
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-04-15
Edgar Last Filing Date
2026-04-15
Edgar Form D Count
1
Edgar Form D Offerings
2026-04-152026-04-15 · 0002127961-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
115 PERIMETER CENTER PLACE, NESUITE 940ATLANTA, GA 30346
Business
115 PERIMETER CENTER PLACE, NESUITE 940ATLANTA, GA 30346
Edgar EIN
415169067
Edgar Recent Filings
D2026-04-15 · 0002127961-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-22T20:19:58Z
Rdap Domain Last Changed
2024-09-23T18:33:35Z
Rdap Nameservers
Aryanna.ns.cloudflare.comIan.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4761814
Trust Company Affiliate
No

People (18)

18
SEAMAN, MARK, TAYLOR
IAR · Direct Owner · 62.5%
4761814
HARTIGAN, TIMOTHY, JAMES
IAR · Direct Owner · 7.5%
1264281
MATHIS, CHRISTOPHER, THOMAS
Direct Owner · 7.5%
6473340
JOHNSON, TOM, EDMON
IAR · Executive Officer · 2.5%
4761843
COLIN, KEVIN, L.
Executive Officer · 2.5%
4761871
Dukes, Charles, Cory
Executive Officer · 2.5%
7895833
ELWELL, CHRISTOPHER, MATTHEW
Executive Officer · 2.5%
6932797
FU, CHUNG-HONG
Executive Officer · 2.5%
4617718
STARR, TIFFANIE, JOY
Executive Officer · 2.5%
7091320
FREEMAN, LAURA, WILSON
Executive Officer · 2.5%
5905418
TIMOTHY JOHN ELLSWORTH
IAR
1539321
ROBERT PAUL MARCOUX
IAR
4857455
MICHAEL ALAN ALFRED
IAR
4558272
JUSTIN JOSEPH FIER
IAR
4393427
Melissa Arnell Thompson
IAR
6429957
SCOTT A SCHECHINGER
IAR
4724573
MATTHEW A STALLONE
IAR
7051217
Kennedy Lewellen Alley
IAR
7319396