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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

TIMBERVEST LLC

CRD 109827

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cff3134e-858f-9582-a4e5-72ec750f3735

Data as of Mar 27, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Mar 27, 2017
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.1BItem 5.F on the latest filing (2017-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 28
Advisory employees: 5
Accounts: 7
Custody, client assets: $39.2M
SEC number: 801-50316
CRD: 109827
Filings on the tape: 19
First filed: Mar 30, 2012
Latest filed: Mar 27, 2017
Organised: Limited Liability Company, Georgia

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BODEN, WILLIAM, ANTHONY	MEMBER/MANAGER	C	yes	03/2004	Mar 30, 2012	Mar 27, 2017
BODEN, WILLIAM, ANTHONY	Cio	Na	yes	01/2005	Mar 30, 2012	Mar 27, 2017
IRONWOOD CAPITAL PARTNERS, LLC	Member	E	yes	01/2003	Mar 30, 2012	Mar 27, 2017
SHAPIRO, JOEL, BARTH	Ceo	Na	yes	09/2002	Mar 30, 2012	Mar 27, 2017
SHAPIRO, JOEL, BARTH	MEMBER/MANAGER	D	yes	12/2013	Mar 30, 2012	Mar 27, 2017
ZELL, DONALD, DAVID	MEMBER/MANAGER	C	yes	03/2004	Mar 30, 2012	Mar 27, 2017
ZELL, DONALD, DAVID	Coo	Na	yes	01/2005	Mar 30, 2012	Mar 27, 2017
BOARDMAN, ROBERT, EDWARD	Controller	Na	no	12/2007	Mar 30, 2012	Mar 27, 2017
SEABOLT, CAROLYN, ALICE	GENERAL COUNSEL	Na	no	01/2006	Mar 30, 2012	Mar 27, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
IRONWOOD HOLDINGS, LLC	n/a	n/a	n/a	N	yes	n/a
TIMBERVEST CROSSOVER MANAGEMENT II, LLC	n/a	n/a	n/a	N	yes	n/a
TIMBERVEST CROSSOVER MANAGEMENT III, LLC	n/a	n/a	n/a	N	yes	n/a
TIMBERVEST CROSSOVER MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
TIMBERVEST MANAGEMENT A, LLC	n/a	n/a	n/a	N	yes	n/a
TIMBERVEST MANAGEMENT II, LLC	n/a	n/a	n/a	N	yes	n/a
TIMBERVEST MANAGEMENT III, LLC	n/a	n/a	n/a	N	yes	n/a
TIMBERVEST MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 27, 2017	$1.1B	$1.1B	28	5	n/a	n/a	n/a
2015	Mar 30, 2016	$1.3B	$1.3B	28	5	n/a	n/a	n/a
2014	Mar 31, 2015	$1.3B	$1.3B	32	6	n/a	n/a	n/a
2013	Mar 31, 2014	$1.2B	$1.2B	42	10	n/a	n/a	n/a
2012	Apr 1, 2013	$1.3B	$1.3B	44	10	n/a	n/a	n/a
2011	Mar 30, 2012	$1.8B	$1.8B	n/a	0	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$1.1B	$1.3B	-14.4%	$1.2B	-3.4%	28	28	n/a	n/a

Relationships

Controls (4)

← BODEN, WILLIAM, ANTHONYOwnerMEMBER/MANAGER, ownership code C, individual
Mar 30, 2012 to presentfactForm ADV
← SHAPIRO, JOEL, BARTHOwnerMEMBER/MANAGER, ownership code D, individual
Mar 30, 2012 to presentfactForm ADV
← ZELL, DONALD, DAVIDOwnerMEMBER/MANAGER, ownership code C, individual
Mar 30, 2012 to presentfactForm ADV
← IRONWOOD CAPITAL PARTNERS, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV

Owns (2)

← BOARDMAN, ROBERT, EDWARDOwnerCONTROLLER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← SEABOLT, CAROLYN, ALICEOwnerGENERAL COUNSEL, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cff3134e-858f-9582-a4e5-72ec750f3735
First observed: Mar 30, 2012
Last observed: Mar 27, 2017 115 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TIMBERVEST LLC

CRD 109827

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cff3134e-858f-9582-a4e5-72ec750f3735

Data as of Mar 27, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:18 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BODEN, WILLIAM, ANTHONY

MEMBER/MANAGER

yes

03/2004

Mar 30, 2012

Mar 27, 2017

BODEN, WILLIAM, ANTHONY

Cio

yes

01/2005

Mar 30, 2012

Mar 27, 2017

IRONWOOD CAPITAL PARTNERS, LLC

Member

yes

01/2003

Mar 30, 2012

Mar 27, 2017

SHAPIRO, JOEL, BARTH

Ceo

yes

09/2002

Mar 30, 2012

Mar 27, 2017

SHAPIRO, JOEL, BARTH

MEMBER/MANAGER

yes

12/2013

Mar 30, 2012

Mar 27, 2017

ZELL, DONALD, DAVID

MEMBER/MANAGER

yes

03/2004

Mar 30, 2012

Mar 27, 2017

ZELL, DONALD, DAVID

Coo

yes

01/2005

Mar 30, 2012

Mar 27, 2017

BOARDMAN, ROBERT, EDWARD

Controller

12/2007

Mar 30, 2012

Mar 27, 2017

SEABOLT, CAROLYN, ALICE

GENERAL COUNSEL

01/2006

Mar 30, 2012

Mar 27, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

IRONWOOD HOLDINGS, LLC

n/a

yes

n/a

TIMBERVEST CROSSOVER MANAGEMENT II, LLC

n/a

yes

n/a

TIMBERVEST CROSSOVER MANAGEMENT III, LLC

n/a

yes

n/a

TIMBERVEST CROSSOVER MANAGEMENT, LLC

n/a

yes

n/a

TIMBERVEST MANAGEMENT A, LLC

n/a

yes

n/a

TIMBERVEST MANAGEMENT II, LLC

n/a

yes

n/a

TIMBERVEST MANAGEMENT III, LLC

n/a

yes

n/a

TIMBERVEST MANAGEMENT, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 27, 2017

$1.1B

n/a

2015

Mar 30, 2016

$1.3B

n/a

2014

Mar 31, 2015

$1.3B

n/a

2013

Mar 31, 2014

$1.2B

n/a

2012

Apr 1, 2013

$1.3B

n/a

2011

Mar 30, 2012

$1.8B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$1.1B

$1.3B

-14.4%

$1.2B

-3.4%

n/a