Middlebury, IN Office

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.