SourcingSourcing

TIMBER CREEK CAPITAL MANAGEMENT, LLC

B60
CRD 146220·SEC 801-68817·BOSTON, MA
AUM
$636.8M
$500M-$1B
Est. Revenue
$6.4M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TIMBER CREEK CAPITAL MANAGEMENT, LLC
CRD
146220
SEC file #
801-68817
EIN
300455309
DBA names
—

Economics

AUM
$636.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$379.4M → $636.8M▲ +68%
Client mix
Individuals High Net Worth36
Individuals Other10

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
6 advisors → 3 advisors▼ -50%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
04/20/2026
ADV-W filed at
—
Website
timbercreek-capital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRENNECKE, THOMAS, RAYMOND
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BRENNECKE, THOMAS, RAYMOND
BRENNECKE, JOHN, WILL THOMAS
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
TIMBERCREEK-CAPITAL.COM
Rdap Domain Creation Date
2007-08-03T02:33:54Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001510848
Edgar Registered
Yes
Edgar Filing Count
68
Edgar First Filing Date
2011-02-09
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
66
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001214659-26-005143

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
44 SCHOOL STREETFLOOR 4BOSTON, MA 02108
Business
44 SCHOOL STREETFLOOR 4BOSTON, MA 02108
Edgar EIN
300455309
Edgar Recent Filings
13F-HR2026-04-28 · 0001214659-26-005143
13F-HR2026-01-23 · 0001214659-26-000800
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-03T02:33:54Z
Rdap Domain Last Changed
2026-05-11T08:23:29Z
Rdap Nameservers
Ns35.domaincontrol.comNs36.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1009530
Trust Company Affiliate
No

People (3)

3
BRENNECKE, THOMAS, RAYMOND
IAR · Direct Owner · 87.5%
1009530
BRENNECKE, JOHN, WILL THOMAS
IAR · Direct Owner · 37.5%
5481933
BRENDAN Daniel CLUNE
IAR
6680008