Timucuan Asset Management Inc

RIASEC RegisteredEst. 1990

Total AUM

$3.8B

Discretionary

$3.6B

94% of AUM

Avg account

$6.1M

Accounts

621

Employees

Advisory reps

Firm details

Headquarters: Jacksonville, Florida
CRD number: 105899
Registered since: March 1, 1990
Website: www.timucuan.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI71.39%
Pooled Investment Vehicles22.9%
Corporations / Businesses2.68%
Charitable Organizations2.57%
Pension & Profit Sharing Plans0.32%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Timucuan Asset Management Inc. is a corporation that operates as an independent registered investment adviser and hedge fund manager. SEC registration traces back to 1990 and ownership is listed as individual. The firm serves both individual/family and institutional clients, and functions as a capital allocator—sponsoring and acting as general partner/managing member of pooled investment vehicles in addition to providing discretionary portfolio management for individuals, pooled vehicles, and businesses or institutions. Its compensation mix includes percentage-of-AUM fees, fixed fees and performance-based fees. Timucuan does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm appeared on CNBC’s Top 100 Financial Advisory Firms lists in 2019 and 2020.