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Timothy Charles Financial, LLC
Timothy Charles Financial, LLC is a state-registered investment adviser in Lynnfield, MA. The firm manages approximately $98 million in regulatory assets.
Overview
Timothy Charles Financial, LLC is a state-registered investment adviser in Lynnfield, MA. The firm manages approximately $98 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Lynnfield
Corporate office
Bethesda, MD, United States
Principals
Timothy Charles
Founder & President
Sector focus
Frequently asked questions
Does Timothy Charles Financial rely on external fund managers or invest directly?
The firm invests almost exclusively through direct deals and SPVs. It avoids fund-of-funds structures, allowing clients to select specific co-investment opportunities across real estate, private credit, and infrastructure (per the firm's official communications).
How does Timothy Charles Financial source proprietary deal flow?
The firm sources deals through its network of family offices, legal advisors, and regional real estate developers. Many opportunities originate from the Mid-Atlantic professional services community. The firm does not maintain a formal sourcing team (Altss estimate based on team size).
What asset classes does Timothy Charles explicitly avoid?
The firm generally avoids venture capital, hedge funds, and any blind-pool fund-of-funds vehicles. It also stays away from publicly traded securities, preferring private-market investments with direct control over capital deployment (per the firm's official communications).
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