TIMUCUAN ASSET MANAGEMENT INC
Adviser information for TIMUCUAN ASSET MANAGEMENT INC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 554 | $3.1B |
| Non-Discretionary | 39 | $200.8M |
| Total | 593 | $3.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 19 | $5.3M |
| HNW Individuals | 547 | $2.4B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $741.3M |
| Pension and profit sharing plans | 6 | $11.8M |
| Charitable organizations | 8 | $45.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 12 | $99.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 13.4M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| MANAGED ACCOUNT MARKETPLACE | SCHWAB / CAPTRUST |
| SGWM WRAP FEE PROGRAM | STOEVER GLASS WEALTH MANAGEMENT |
| MANAGED ACCOUNTS CONSULTING | UBS |
Principal Office
200 WEST FORSYTH STREETSUITE 1600
JACKSONVILLE
FL
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 904-356-1739, Fax: 904-358-2344
Chief Compliance Officer
FRANCO, JAMES R.
CHIEF COMPLIANCE OFFICER
200 WEST FORSYTH STREET
SUITE 1600
JACKSONVILLE
FL
United States
Tel:
904-356-1739
Fax:
904-358-2344
J******@***********M
(Full email address available in API data)
Regulatory Contact
SCHMACHTENBERGER, CHRIS
PRESIDENT
200 WEST FORSYTH STREET
SUITE 1600
SUITE 1600
FL
United States
Tel:
904-356-1739
Fax:
904-358-2344
C****@***********M
(Full email address available in API data)
Industry Affiliates
| TIMUCUAN FUND MANAGEMENT, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| TAM ORTHO SERIES A OF TIMUCUAN PRIVATE CAPITAL INVESTORS LLC | Private Equity Fund | $0.4M | $0.0M | 17 |
| TIMUCUAN FUND, L.P. | Hedge Fund | $741.3M | $1.0M | 69 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NEWTON, RUSSELL, BROWN | Individual | – | CHAIRMAN | 03/2011 | > 75% |
| VAUGHN, DREAMA, DAWN | Individual | – | VICE PRESIDENT | 03/1986 | < 5% |
| SCHMACHTENBERGER, CHRISTOPHER, HERFF | Individual | – | PRESIDENT | 03/2011 | < 5% |
| MOORE, JAMES, WILLIAM | Individual | – | VICE PRESIDENT | 05/2005 | < 5% |
| MARTIN, TODD, BREDEN | Individual | – | VICE PRESIDENT | 11/2010 | < 5% |
| BLYLY, DENNIS, DEE | Individual | – | VICE PRESIDENT | 10/2011 | < 5% |
| FRANCO, JAMES, R | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2021 | < 5% |