Timucúan Asset Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,721,813,459
Clients
591
Advisors
4
across 4 offices
About
Timucuan Asset Management provides discretionary investment management to high‑net‑worth individuals, family offices, pension and institutional clients, and acts as adviser and manager to a longstanding private investment fund. The firm generally limits its advice to the investable assets clients allocate to Timucuan and does not routinely provide holistic financial planning services.
The firm's investment approach emphasizes fundamental, business‑oriented value investing: it seeks long‑term capital growth through concentrated portfolios (typically about 12–18 holdings) and multi‑year holding periods, with selective allocations to fixed income. Timucuan applies the same core analysis across separate accounts, wrap/sub‑advisory arrangements and its fund, and the fund may also make private placements and hold restricted securities not commonly held in client accounts.
What is distinctive about Timucuan relative to many peers is its role as a private fund adviser and manager of pooled investment vehicles alongside separate‑account management, and its use of performance‑based compensation arrangements for certain accounts and the fund—features that are less common among multi‑team firms. The brochure notes procedures intended to address potential conflicts from these arrangements, and the firm’s long history operating the Timucuan Fund (since 1990) separates its combined fund and separate‑account business model from many competitors.
Client services
Expertise
Fee options
$0 - $10,000,000: 1.00% annually (0.25% quarterly) $10,000,000+: 0.75% annually (0.1875% quarterly)
For accounts greater than $5 million, greater of a quarterly maintenance fee based on tiered rates (0.50% to 0.10% annualized depending on asset size) or a 10% quarterly performance fee subject to a high-water mark; Timucuan Fund general partner receives 15% incentive allocation of net profits subject to minimum 5% compounded annual return.
Account minimum: $1,000,000
Main office
See office1 Tower Court, Suite 600
Jacksonville FL 32202
Advisors at this office
1
Offices (4)
Jacksonville, FL Tower Court
1 Tower Court Suite 600, Jacksonville, FL 32202
1 advisor
Jacksonville, FL West Forsyth Street
200 West Forsyth Street Suite 1600, Jacksonville, FL 32202
1 advisor
Lakewood Ranch, FL
8470 Enterprise Circle Unit 102 A, Lakewood Ranch, FL 34202
1 advisor
Middlebury, IN
Middlebury, IN
1 advisor
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
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Dennis B
CFA®, Series 63
Middlebury, IN
Timucúan Asset Management Inc.
Dennis Blyly is a CFA® charterholder with 25 years of industry experience. He has worked at Timucúan Asset Management Inc. since 2011 and previously spent nine years at Martin Capital Management, LLP. Blyly also founded Blyly Asset Management, LLC, which he led for one year. Timucúan Asset Management provides discretionary investment management primarily to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm focuses on fundamental, business-oriented value investing through concentrated portfolios and multi-year holding periods.
James M
CFA®
Jacksonville, FL
Timucúan Asset Management Inc.
James Moore Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Timucúan Asset Management Inc. since 2005. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm employs a fundamental, business-oriented value investing approach with concentrated portfolios and multi-year holding periods, and distinguishes itself by managing pooled investment vehicles alongside separate accounts.
Christopher S
CFA®
Jacksonville, FL
Timucúan Asset Management Inc.
Christopher Schmachtenberger is a CFA® charterholder with 29 years of industry experience. He has been with Timucúan Asset Management Inc. in Jacksonville, FL since 1993. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm focuses on fundamental, business-oriented value investing through concentrated portfolios and multi-year holding periods, combining separate-account management with private fund advisory services.
Todd M
CFA®
Lakewood Ranch, FL
Timucúan Asset Management Inc.
Todd Martin is a CFA® charterholder with 24 years of industry experience. He has worked at Timucúan Asset Management Inc. since 2010. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm emphasizes fundamental, business-oriented value investing with concentrated portfolios and multi-year holding periods, combining separate-account management with private fund advisory services.
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