DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

T•• L••• T••••• C•••••• L••

Asset manager (funds and pooled vehicles)Hanover, New HampshireCRD 171953SEC 801-80140website IAPD

Latest filing Mar 23, 2026

First filing on the tape Jul 25, 2014 · 22 filings

SEC status approved since Aug 20, 2014

RAUM

$774M

reported, Item 5.F

Discretionary

0.0%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

10 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

22 filings and snapshots on the tape

RAUM$774M as of Mar 23, 2026

Mar 23, 2015$150M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 23, 2026

Mar 23, 20150 then

Employees (5.A)18 as of Mar 23, 2026

Mar 23, 201511 then

Private funds1 as of Mar 27, 2023

Mar 18, 20201 then

RAUM +3.9% over the last fiscal year+1.0% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 23, 2026; every figure names its basis

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $59.5MderivedRAUM over accounts (5.F.2.f)
Discretionary: 0.0%derivedof RAUM
Institutional: 13%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year: +3.9%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, hourly, fixed fees, performance-based, otherreportedItem 5.E
Advisory activities: portfolio management for businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 5.G
Custody: $675M, 11 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
an independent public accountant performs a surprise examination (9.C.1)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$675M87%
Insurance companies$63.7M8.2%
Charitable organizations$35.4M4.6%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: n/areported
Accounts: 13reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $675M for 11 clientsreported
Compensation: % of AUM, fixed, hourly, performancereported
Class basis: private_client_share=0.0 fund_share=0.87 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
T•• L••• G•••• L•••• C••••••••• F••• L•	Real Estate Fund	$135M	3	Mar 18, 2020

Owners and control persons

Schedule A and B, latest filing

H•••••• D••••• P••• · President, Managing Director, General Counsel, Chief Compliance Officercontrol
since 07/2014 · owns 10% to 25%
H••••••••• J••••• W•••••• · Ceo, Managing Directorcontrol
since 05/2009 · owns 25% to 50%
K•••• S••••• M••••• · Managing Directorcontrol
since 01/2023 · owns 5% to 10%
M•••••• T•••••• R••• · Managing Directorcontrol
since 05/2009 · owns 10% to 25%
R•••• S•••• T• · Managing Directorcontrol
since 01/2018 · owns 10% to 25%
S••••• P••••• R•••••• · Managing Directorcontrol
since 05/2009 · owns 5% to 10%

Entity owners

L•• M••••••••• L•• · Manager Of T•• L••• T••••• C•••••• L••
direct · owns less than 5%

Related persons

Schedule D 7.A

L••• G• L••
pooled vehicle sponsorn
L•• I• G• L••
pooled vehicle sponsorn
L•• V• G• L••
pooled vehicle sponsorn
L•• C•••••••• G• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

low discretionary shareStatic outlier · filing Mar 23, 2026
discretionary share of RAUM of 0% against a peer median of 100% (784 comparable advisers, 0.0th percentile, 33.7 robust deviations)
peers: asset managers, $500M to $1B (784) · 0.0% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 12 to 13
Mar 28, 2025 to Mar 23, 2026
Advisory employees · 9 to 10
Mar 28, 2025 to Mar 23, 2026
Pooled vehicle clients · 10 to 11
Mar 28, 2025 to Mar 23, 2026
Assets in custody · $660M to $675M
Mar 28, 2025 to Mar 23, 2026
Employees · 19 to 18
Mar 28, 2025 to Mar 23, 2026
Non-discretionary RAUM · $745M to $774M
Mar 28, 2025 to Mar 23, 2026
Pooled vehicle RAUM · $660M to $675M
Mar 28, 2025 to Mar 23, 2026
RAUM · $745M to $774M
Mar 28, 2025 to Mar 23, 2026
Accounts · 9 to 12
Mar 15, 2024 to Mar 28, 2025
Charity clients · 0.0 to unset
Mar 15, 2024 to Mar 28, 2025
Corporate clients · unset to 0.0
Mar 15, 2024 to Mar 28, 2025
Assets in custody · $0 to $660M
Mar 15, 2024 to Mar 28, 2025
Employees · 18 to 19
Mar 15, 2024 to Mar 28, 2025
Financial planning clients · unset to
Mar 15, 2024 to Mar 28, 2025
Non-discretionary RAUM · $739M to $745M
Mar 15, 2024 to Mar 28, 2025
Pooled vehicle RAUM · $673M to $660M
Mar 15, 2024 to Mar 28, 2025
RAUM · $739M to $745M
Mar 15, 2024 to Mar 28, 2025
Accounts · 11 to 9
Mar 27, 2023 to Mar 15, 2024
Advisory employees · 8 to 9
Mar 27, 2023 to Mar 15, 2024
Employees · 17 to 18
Mar 27, 2023 to Mar 15, 2024
Private funds · 1 to unset
Mar 27, 2023 to Mar 15, 2024
Non-discretionary RAUM · $750M to $739M
Mar 27, 2023 to Mar 15, 2024
Pooled vehicle RAUM · $683M to $673M
Mar 27, 2023 to Mar 15, 2024
RAUM · $750M to $739M
Mar 27, 2023 to Mar 15, 2024
Advisory employees · 10 to 8
Apr 5, 2022 to Mar 27, 2023
Employees · 15 to 17
Apr 5, 2022 to Mar 27, 2023
Non-discretionary RAUM · $953M to $750M
Apr 5, 2022 to Mar 27, 2023
Pooled vehicle RAUM · $884M to $683M
Apr 5, 2022 to Mar 27, 2023
RAUM · $953M to $750M
Apr 5, 2022 to Mar 27, 2023
Advisory employees · 15 to 10
Jan 14, 2022 to Mar 22, 2022
Business name · L••• T••••• C•••••• L•• to T•• L••• T••••• C•••••• L••
Jan 14, 2022 to Mar 22, 2022
Employees · 19 to 15
Jan 14, 2022 to Mar 22, 2022
Legal name · L••• T••••• C•••••• L•• to T•• L••• T••••• C•••••• L••
Jan 14, 2022 to Mar 22, 2022
Non-discretionary RAUM · $768M to $953M
Jan 14, 2022 to Mar 22, 2022
Pooled vehicle RAUM · $698M to $884M
Jan 14, 2022 to Mar 22, 2022
RAUM · $768M to $953M
Jan 14, 2022 to Mar 22, 2022
Succession · true to false
Jan 14, 2022 to Mar 22, 2022
Business name · T•• L••• T••••• C•••••• L• to L••• T••••• C•••••• L••
Jan 5, 2022 to Jan 14, 2022
Legal name · T•• L••• T••••• C•••••• L• to L••• T••••• C•••••• L••
Jan 5, 2022 to Jan 14, 2022
Succession · false to true
Jan 5, 2022 to Jan 14, 2022

Signals

10 dated events

Mahlab Sarah Kitz (Managing Director) appeared on Schedule A of T•• L••• T••••• C•••••• L••
Mar 27, 2023 · Control person joined · fact
L••• T••••• C•••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jan 14, 2022 · Succession (Item 4) · fact
T•• L••• T••••• C•••••• L•• reported RAUM $768.0M, down 37% from $1.2B (2020-05-04 to 2021-03-24)
Mar 24, 2021 · RAUM change · derived
T•• L••• T••••• C•••••• L•• reported RAUM $1.2B, up 57% from $779.2M (2019-03-21 to 2020-03-18)
Mar 18, 2020 · RAUM change · derived
Mccandless David Roby (Trustee) no longer on Schedule A of T•• L••• T••••• C•••••• L•• (listed 2019-03-21, absent 2020-03-18)
Mar 18, 2020 · Control person left · inference
Mccandless David Roby Ii (Trustee) no longer on Schedule A of T•• L••• T••••• C•••••• L•• (listed 2019-03-21, absent 2020-03-18)
Mar 18, 2020 · Control person left · inference
Winthrop Jennifer Roby (Trustee) no longer on Schedule A of T•• L••• T••••• C•••••• L•• (listed 2019-03-21, absent 2020-03-18)
Mar 18, 2020 · Control person left · inference
Dunn Barbara Roby (Trustee) no longer on Schedule A of T•• L••• T••••• C•••••• L•• (listed 2019-03-21, absent 2020-03-18)
Mar 18, 2020 · Control person left · inference
T•• L••• T••••• C•••••• L•• reported RAUM $690.2M, up 40% from $494.0M (2017-03-08 to 2018-03-09)
Mar 9, 2018 · RAUM change · derived
T•• L••• T••••• C•••••• L• filed its initial SEC registration (Form ADV)
Jul 25, 2014 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/the-lyme-timber-companyreportedpublic record, Form ADV, Sep 18, 2026
Website: H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 603-643-3300reportedpublic record, Form ADV, Mar 23, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

T•• L••• T••••• C•••••• L•• is the same institution as 1 record in Real Estate Funds.

Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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