Domain Timber Advisors, LLC (Atlanta)

Name: Domain Timber Advisors, LLC
Address: 1230 Peachtree Street, Ne, Atlanta, GA, 30309
Telephone: 770-628-0700

Domain Timber Advisors, LLC is a large advisory firm based in Atlanta. It manages $755.25 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Florida and Georgia.

Domain Timber Advisors 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.

Domain Timber Advisors: assets under management

The assets under management (AUM) of Domain Timber Advisors, LLC is $755.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $755.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $151.05 million each.

Domain Timber Advisors has custody of $755.25 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Domain Timber Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Patrick Ralph Leardo serves?

The only and largest group of clients of Patrick Ralph Leardo is pooled investment vehicles with 5 clients and $755.25 million of assets under management. Among the 9 most similar advisory firms, Domain Timber Advisors has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $755.25 million for 5 clients. None of the firm’s clients are foreign persons or businesses.

Domain Timber Advisors doesn't advise any private funds.

Careers at Domain Timber Advisors, LLC

The company employs 24 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Patrick Ralph Leardo has been acting as President since 1 Nov 2016. Carolyn Alice Seabolt joined the executive team most recently as the Chief Legal Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Tasker Sanderson	Managing director	1 Nov 2016	Other	6763816
Mark Leslie Foley	Managing director	1 Nov 2016	Other	6763820
Patrick Evan Leardo	Chief compliance officer	1 Nov 2016	Other	6630230
Llc Domain Timber Holdings	Managing member	1 Nov 2016	75% - 100%	32-0517786
Patrick Ralph Leardo	President/ceo	1 Nov 2016	Other	834745
Joseph Sanderson Tasker	Managing director	1 Nov 2016	Other	6763816
Carolyn Alice Seabolt	Chief legal officer	1 May 2017	Other	5511787

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Leardo Asset Management	Managing member	1 Nov 2016	75% - 100%	14-5364055
Llc Domain Capital Group	Managing member	1 Nov 2016	75% - 100%	36-4858799
Llc Domain Capital Holdings	Managing member	1 Nov 2016	75% - 100%	36-4858799

Based in Atlanta

The principal office where Domain Timber Advisors, LLC performs its advisory services is located at 1230 Peachtree Street, Ne, Atlanta, GA 30309, 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 770-628-0700 or by fax 770-628-0749. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at domaintimberadvisors.com.