Timucuan Asset Management Inc

Timucuan Asset Management, Inc. was established in 1988 to cater to high net worth individuals, family offices, and institutional investors. The firm is registered with the U.S. Securities and Exchange Commission (SEC) and is owned by Russell B. Newton, III, who also serves as the Chairman. Timucuan primarily offers discretionary investment management services, focusing on achieving long-term capital growth by investing in outstanding business enterprises. The firm's investment strategy revolves around investing in businesses rather than the market, targeting a concentrated portfolio of 12 to 18 businesses with an average holding period of three to five years. Additionally, some client accounts include allocations to government, corporate, or municipal bonds. As of December 31, 2024, Timucuan managed approximately 625 separate client accounts and two private investment funds, with assets under management totaling around $3,858.3 million. The firm's fee structure includes net asset-based fees and incentive-based fees for accounts over $5 million. Timucuan also manages wrap fee accounts and acts as a sub-advisor through third-party platforms using the same investment approach. Clients have the option to impose restrictions on investing in certain securities or types of securities in their accounts. Timucuan's investment philosophy centers on aligning the interests of business management with those of shareholders and investing in undervalued businesses with strong competitive advantages. The firm's complete Form ADV Part 2A brochure is available on the SEC's website for further details.