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 an independent registered investment adviser that also operates with a hedge-fund structure. SEC registration dates back to 1990 and ownership is held by an individual. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional investors. Its advisory mandate spans discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or business clients. Timucuan also serves as sponsor/GP/managing member for pooled vehicles, and its fee arrangements include percentage-of-AUM, fixed fees, and performance-based components. The firm does not self-identify as an active ESG investor and is not a multi-state or newly formed adviser. Timucuan has been recognized on CNBC’s Top 100 Financial Advisory Firms lists in 2019 and 2020.