Advisor at Timucúan Asset Management Inc.
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Firm
Timucúan Asset Management Inc.
Location
Lakewood Ranch, FL 34202
Credentials
CFA®
Industry experience
24 years
Todd Martin is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Timucúan Asset Management Inc. since 2010. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, and institutional clients, focusing on concentrated portfolios selected through fundamental, business-oriented analysis. The firm manages accounts generally above $1,000,000 and is known for its private pooled vehicles and use of performance-based incentive arrangements.
$0 - $10,000,000: 1.00% annually $10,000,001+: 0.75% annually
10% quarterly performance fee for accounts over $5 million subject to high-water mark; 15% Incentive Allocation on Timucuan Fund net profits subject to 5% compound annual return hurdle.
Account minimum: $1,000,000
8470 Enterprise Circle, Unit 102 A
Lakewood Ranch, FL 34202
Florida
Timucúan Asset Management Inc.
2010 - Present (16 years)
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