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Timucúan Asset Management Inc.

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Client assets under management

$2,721,813,459

More info

Clients

591

97% high-net-worth

Advisors

4

of 10 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

More info

Clients per advisor

148

Very High

Average account size

$4,605,437

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

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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

More info

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

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 904-356-1739

Advisors at this firm

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user avatar

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 been with Timucúan Asset Management Inc. since 2011 and also operates Blyly Asset Management, LLC. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, and institutional clients, focusing on fundamental, business-oriented analysis with concentrated portfolios held over multiple years. The firm is notable for managing private pooled vehicles and employing performance-based incentive arrangements for certain accounts.

Active portfolio management Wealth management Founder/Business Owner Executive
user avatar

James M

CFA®

Jacksonville, FL

Timucúan Asset Management Inc.

James Moore 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, and institutional clients, focusing on fundamentally driven, concentrated portfolios held over multiple years. The firm also manages private pooled funds and employs performance-based incentive arrangements for certain accounts.

Active portfolio management Wealth management Founder/Business Owner Executive
user avatar

Christopher S

CFA®

Jacksonville, FL

Timucúan Asset Management Inc.

Christopher Schmachtenberger is a CFA® charterholder with 28 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, and institutional clients, focusing on concentrated portfolios selected through fundamental, business-oriented analysis. The firm manages only larger accounts, typically above $1,000,000, and is known for its private pooled vehicles and performance-based incentive arrangements.

Active portfolio management Wealth management Founder/Business Owner Executive
user avatar

Todd M

CFA®

Lakewood Ranch, FL

Timucúan Asset Management Inc.

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.

Active portfolio management Wealth management Founder/Business Owner Executive
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