Timeless Investment Management & Research, LLC (Chicago)

Name: Timeless Investment Management & Research, LLC
Address: 300 West Hubbard, Chicago, IL, 60610
Telephone: 312.578.9595

Timeless Investment Management & Research, LLC is a large advisory firm based in Chicago. It manages $94.12 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002.

Timeless Investment Management & Research provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Timeless Investment Management & Research: assets under management

The assets under management (AUM) of Timeless Investment Management & Research, LLC is $94.12 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $94.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $94.12 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Timeless Investment Management & Research, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Timeless Investment Management & Research, LLC

Michael Curtis Wolcott has been acting as President since 1 Aug 2002. Patrick Joseph Wolcott joined the executive team most recently as the Principal, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Steven Lavery	Cfo	1 Jul 2002	Other	2372207
Llc Timeless Associates	Member	1 Jul 2002	75% - 100%	32-0024099
Llc Timeless Partners I	Member	1 Jul 2002	50% - 75%	applied for
Michael Curtis Wolcott	President	1 Aug 2002	Other	3003484
Llc Strategic Investment Group Ventures	Member	1 Aug 2002	50% - 75%	31-1745284
Patrick Joseph Wolcott	Principal, chief compliance officer	1 Sep 2004	Other	4566864

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Strategic Investment Management	Managing member	1 Apr 2000	Other	104862
California Public Employees' Retirement System	Member	1 Apr 2000	75% - 100%	94-6207465
Michael Curtis Wolcott	Managing member	1 Jul 2002	75% - 100%	3003484
Kevin Joseph Mcgrath	Member	1 Aug 2002	Other	1183391
Gary Joseph Kauppila	Member	1 Aug 2002	Other	2665331
Patrick Joseph Wolcott	Member	1 Aug 2002	Other	4566864
Jane E Becker	Member	1 Jan 2003	Other	4401081
Jane Elizabeth Becker	Member	1 Jan 2003	Other	4401081

Based in Chicago

The principal office where Timeless Investment Management & Research, LLC performs its advisory services is located at 300 West Hubbard, Chicago, IL 60610, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312.578.9595 or by fax 312.578.9696. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.timr.com.