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 operating as an independent registered investment adviser and hedge fund sponsor. The firm has been SEC-registered since 1990 and is owned by an individual. It acts as a capital allocator for both individual and family clients as well as institutional investors, offering portfolio management across separately managed accounts, pooled investment vehicles and institutional mandates. Fee arrangements include percentage-of-AUM charges, fixed fees and performance-based fees. Timucuan is not an ESG-focused manager and is not structured as a multi-state or newly formed adviser. The firm has served as sponsor, general partner or managing member of pooled investment vehicles and was named among CNBC’s Top 100 Financial Advisory Firms in both 2019 and 2020.