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Timucúan Asset Management Inc.

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Total assets under management

$3,805,034,702

Total clients

591

97% high-net worth

Total advisors

4

of 10 employees

Firm size

Multi Team

Average clients per advisor

148

Average account size

$6,438,299

About

Timucuan Asset Management provides discretionary investment management to high‑net‑worth individuals, family offices, pension and other institutional investors and also manages pooled investment vehicles, including the Timucuan Fund, L.P. The firm serves separate client accounts, wrap‑fee and sub‑advisory arrangements and requires Fund investors to meet accredited and qualified‑client standards.

The firm’s investment approach is business‑focused and value‑oriented, relying on fundamental analysis to buy companies at discounts to estimated intrinsic value and typically concentrating portfolios in roughly 12–18 businesses with expected holding periods of three to five years. Timucuan’s separate accounts may include bond allocations, while its Timucuan Fund may also invest in private placements and restricted securities not generally held in client accounts.

Timucuan is notable for its role as a private fund adviser and general partner/manager of its Funds and for using performance‑based compensation structures — including a 15% incentive allocation for the Fund subject to a 5% hurdle and an incentive‑fee alternative for larger separate accounts (a 10% quarterly performance fee subject to a high‑water mark). The Brochure discloses the side‑by‑side management and allocation procedures intended to address conflicts arising from these fee arrangements, and the firm does not generally provide comprehensive financial planning or advice on clients’ overall asset allocation.

Client services

Portfolio management

Expertise

Active portfolio management Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $10,000,000: 1.00% annually $10,000,001+: 0.75% annually

Performance-based

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.

Other

Account minimum: $1,000,000

Main office location

Timucúan Asset Management Inc.

200 West Forsyth Street, Suite 1600

Jacksonville FL 32202, United States

Number of offices

3

Most active in

California · Colorado · Connecticut · Florida · Indiana · Louisiana · Massachusetts · Michigan · Minnesota · Nevada · New Jersey · New York · North Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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