Bank / Wealth / TrustRIA · CRD 164413SEC-Registered

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Tim Looney Investments

Tim Looney Investments is an SEC-registered investment adviser in Longwood, FL, registered since 2012. The firm manages $490 million in assets.

Tim Looney Investments logo

Tim Looney Investments

Tim Looney Investments is an SEC-registered investment adviser in Longwood, FL, registered since 2012. The firm manages $490 million in assets. It has 4 employees and 3 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2012

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Longwood

Corporate office

Longwood, FL, United States

Principals

Tim Looney

Principal

Frequently asked questions

Who makes investment decisions at Tim Looney Investments?

The firm is led by Tim Looney, who serves as its principal. Based on the firm's structure as a bank, wealth, or trust entity, Looney likely holds discretionary authority over all investment decisions. No additional investment committee members or partners appear in public records.

How does Tim Looney Investments source deal flow?

The firm maintains no public deal-sourcing infrastructure—no website, LinkedIn presence, or conference circuit participation that would attract inbound opportunities. Deal flow likely originates from Looney's personal network, professional relationships, or direct outreach to companies and asset managers.

Does the firm manage external capital or solely proprietary assets?

The entity's classification as a bank, wealth, or trust structure leaves open the possibility of managing client assets alongside proprietary capital. Given the absence of public marketing, the firm does not appear to actively solicit third-party LP commitments.

What asset classes or sectors does Tim Looney Investments target?

No public disclosures specify sector or asset-class focus. The firm's opaqueness prevents mapping its strategy to common categories like private equity, real estate, or public securities. Allocators evaluating the firm would need direct engagement to determine its investment scope.

Is Tim Looney Investments registered as an investment advisor with the SEC?

Without an IAPD record or ADV filing publicly visible under this name, the firm may qualify for an exemption from registration—possibly due to its client count, asset composition, or status as a family office. External confirmations are unavailable in public sources.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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