TIMELESS INVESTMENT MANAGEMENT & RESEARCH, LLC
Legal name: TIMELESS INVESTMENT MANAGEMENT & RESEARCH
CRD #121100 SEC #801-61314 CHICAGO, IL 312.578.9595
SEC Registered
Total AUM
$263.5M
Discretionary
$263.5M
Employees
10
Clients
--
Accounts
4
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 28, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KAUPPILA, GARY, JOSEPH | I | PRINCIPAL | NA | Control |
| WOLCOTT, MICHAEL, CURTIS | I | MANAGING PRINCIPAL | NA | Control |
| WOLCOTT, MICHAEL, CURTIS | I | PRESIDENT | NA | Control |
| WOLCOTT, MICHAEL, CURTIS | I | PRESIDENT | NA | Control |
| WOLCOTT, MICHAEL, CURTIS | I | PRESIDENT | NA | Control |
| WOLCOTT, PATRICK, JOSEPH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| STRATEGIC INVESTMENT GROUP VENTURES, LLC | DE | MEMBER | D | Control |
| STRATEGIC INVESTMENT GROUP VENTURES, LLC | DE | MEMBER | D | Control |
| STRATEGIC INVESTMENT GROUP VENTURES, LLC | DE | MEMBER | D | Control |
| STRATEGIC INVESTMENT GROUP VENTURES, LLC | DE | MEMBER | D | Control |
| TIMELESS ASSOCIATES, LLC | DE | MEMBER | D | Control |
| TIMELESS ASSOCIATES, LLC | DE | MEMBER | D | Control |
| TIMELESS ASSOCIATES, LLC | DE | MEMBER | D | Control |
| TIMELESS ASSOCIATES, LLC | DE | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BECKER, JANE, E | I | TIMELESS ASSOCIATES, LLC | F | |
| BECKER, JANE, ELIZABETH | I | TIMELESS ASSOCIATES, LLC | F | |
| KAUPPILA, GARY, JOSEPH | I | TIMELESS ASSOCIATES, LLC | F | Control |
| KAUPPILA, GARY, JOSEPH | I | TIMELESS ASSOCIATES, LLC | F | Control |
| KAUPPILA, GARY, JOSEPH | I | TIMELESS ASSOCIATES, LLC | F | Control |
| KAUPPILA, GARY, JOSEPH | I | TIMELESS ASSOCIATES, LLC | F | Control |
| STRATEGIC INVESTMENT MANAGEMENT | DE | STRATEGIC INVESTMENT GROUP VENTURES, LLC | F | Control |
| STRATEGIC INVESTMENT MANAGEMENT | DE | STRATEGIC INVESTMENT GROUP VENTURES, LLC | F | Control |
| STRATEGIC INVESTMENT MANAGEMENT | DE | STRATEGIC INVESTMENT GROUP VENTURES, LLC | F | Control |
| STRATEGIC INVESTMENT MANAGEMENT | DE | STRATEGIC INVESTMENT GROUP VENTURES, LLC | F | Control |
| WOLCOTT, PATRICK, JOSEPH | I | TIMELESS ASSOCIATES, LLC | F | |
| WOLCOTT, PATRICK, JOSEPH | I | TIMELESS ASSOCIATES, LLC | F | |
| WOLCOTT, PATRICK, JOSEPH | I | TIMELESS ASSOCIATES, LLC | F | |
| WOLCOTT, PATRICK, JOSEPH | I | TIMELESS ASSOCIATES, LLC | F | |
| CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM | DE | STRATEGIC INVESTMENT GROUP VENTURES, LLC | E | Control |
| CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM | DE | STRATEGIC INVESTMENT GROUP VENTURES, LLC | E | Control |
| CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM | DE | STRATEGIC INVESTMENT GROUP VENTURES, LLC | E | Control |
| CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM | DE | STRATEGIC INVESTMENT GROUP VENTURES, LLC | E | Control |
| WOLCOTT, MICHAEL, CURTIS | I | TIMELESS ASSOCIATES, LLC | D | Control |
| WOLCOTT, MICHAEL, CURTIS | I | TIMELESS ASSOCIATES, LLC | D | Control |
| WOLCOTT, MICHAEL, CURTIS | I | TIMELESS ASSOCIATES, LLC | D | Control |
| WOLCOTT, MICHAEL, CURTIS | I | TIMELESS ASSOCIATES, LLC | D | Control |
Registrations
Federal
IA
Sep 28, 2005 REGISTERED
Address
150 NORTH MICHIGAN AVENUE32 FLOOR
CHICAGO, IL 60601
USA
Phone: 312.578.9595