AUMdb

Timber Bay Partners, Llc

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 286653 · SEC file 801-119137 · Cincinnati, OH · WWW.TIMBERBAYPARTNERS.COM
☆ Save with Pro ADV data as of Jul 30, 2026
Regulatory AUM
$1.1B
Discretionary
$1.1B
Clients
4
Avg AUM / client
$263M
Accounts
4
Employees
9

AUM over time

$211M $1.1B
Jun 2020 Jul 2026

Annual snapshots from Form ADV filings · as of Jul 30, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 4 $1.1B 100.0%

Private funds (4)

Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $722M combined gross assets

FundTypeDomicileGross assetsOwners
Timber Bay Fund Ii, Lp Private Equity Fund Delaware $353M 93
Timber Bay Fund I, Lp Private Equity Fund Delaware $241M 34
Timber Bay Fund Iii, Lp Private Equity Fund Delaware $95.4M 14
Timber Bay Fund Iiia, Lp Private Equity Fund Delaware $32.7M 5

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Woods, Joseph, A. Managing Partner Oct 2016 (10y) 75% or more
Merkle, Emily, Douglas Chief Financial Officer Jan 2018 (9y) Less than 5%
Hayes, Patrick, Daniel Chief Compliance Officer Oct 2020 (6y) Less than 5%

Undisclosed: 0% – 25% 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 (4, $722M gross assets)

FundTypeGross assetsMin. investmentOwners
Timber Bay Fund Ii, Lp Private Equity Fund $353M $1.0M 93
Timber Bay Fund I, Lp Private Equity Fund $241M $1.0M 34
Timber Bay Fund Iii, Lp Private Equity Fund $95.4M $1.0M 14
Timber Bay Fund Iiia, Lp Private Equity Fund $32.7M $1.0M 5

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/12/2026 1.77 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

Custody

Firm reports it does not have 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: Jul 30, 2026.

View current Form ADV (SEC/IAPD) ↗