Timothy Partners, Ltd.
- Regulatory AUM
- $2.9B
- Discretionary
- $2.9B
- Clients
- 1
- Avg AUM / client
- $2.9B
- Accounts
- 1
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $2.9B | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ally, Arthur Douglas | President Of The General Partner | Dec 1993 (33y) | ≈ 0% – 3.75% via Covenant Funds, Inc. | |
| Covert, Terry William | Vp/Gen. Counsel & Chief Compliance Officer | Jan 2005 (22y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Timothy Partners, Lc | Limited Partner | Nov 1999 | A | 10% – 25% |
| Covenant Funds, Inc. | Corporate Manager General Partner | Dec 1993 | A | Less than 5% |
Undisclosed: 60% – 90% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ally, Arthur Douglas: 50% – 75% of Covenant Funds, Inc. × 0% – 5% direct ≈ 0% – 3.75% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/04/2026 | 921 KB | 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
Services
- • Portfolio management for investment companies
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 21, 2026.
View current Form ADV (SEC/IAPD) ↗