Timberland Investment Resources, Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 13
- Avg AUM / client
- $152M
- Accounts
- 13
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $686M | 34.7% |
| Pension and profit sharing plans | 2 | $214M | 10.8% |
| State or municipal government entities | 4 | $984M | 49.8% |
| Corporations and other businesses | 1 | $91.9M | 4.65% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $670M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mission Sawmill Fund, Lp | Real Estate Fund | Delaware | $304M | 57 |
| Eastern Timberland Opportunities Iii, Lp | Real Estate Fund | Delaware | $132M | 8 |
| Eto Ii Operating Partnership, Lp | Real Estate Fund | Delaware | $83.2M | 12 |
| Springbank, Llc | Real Estate Fund | Delaware | $77.8M | 2 |
| Eastern Timberland Opportunities, Llc | Real Estate Fund | Delaware | $51.1M | 6 |
| Enhanced Timberland Opportunities Iv, Lp | Real Estate Fund | Delaware | $21.9M | 3 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Boilermaker Blacksmith National Pension Trust Board Of Trustees Boilermaker Blacksmith National | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Taylor Seaman | President | Aug 2003 (23y) | 50% – 75% | |
| Tom Edmon Johnson | Managing Director | Nov 2003 (23y) | Less than 5% | |
| Colin, Kevin, L. | Chief Financial Officer | Jan 2004 (23y) | Less than 5% | |
| Fu, Chung Hong | Director Economic Research | Mar 2004 (22y) | Less than 5% | |
| Freeman, Laura, Wilson | Chief Compliance Officer | Feb 2011 (16y) | Less than 5% | |
| Timothy James Hartigan | Managing Director | Dec 2011 (15y) | 5% – 10% | |
| Mathis, Christopher, Thomas | Director Real Estate | Oct 2014 (12y) | 5% – 10% | |
| Elwell, Christopher, Matthew | Managing Director | Jul 2017 (9y) | Less than 5% | |
| Starr, Tiffanie, Joy | Managing Director | Jan 2019 (8y) | Less than 5% | |
| Dukes, Charles, Cory | Managing Director Of Forest Management | Jan 2024 (3y) | Less than 5% | |
| Justin Joseph Fier | Registered representative | Feb 2023 (3y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $670M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mission Sawmill Fund, Lp | Real Estate Fund | $304M | $200K | 57 |
| Eastern Timberland Opportunities Iii, Lp | Real Estate Fund | $132M | $500K | 8 |
| Eto Ii Operating Partnership, Lp | Real Estate Fund | $83.2M | $600K | 12 |
| Springbank, Llc | Real Estate Fund | $77.8M | $30.0M | 2 |
| Eastern Timberland Opportunities, Llc | Real Estate Fund | $51.1M | $978K | 6 |
| Enhanced Timberland Opportunities Iv, Lp | Real Estate Fund | $21.9M | $500K | 3 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Boilermaker Blacksmith National Pension Trust | Board Of Trustees Boilermaker Blacksmith National | 27,660 | $7.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗