TIMUCUAN ASSET MANAGEMENT INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.81B |
| Discretionary | $3.58B94% of AUM |
| Non-Discretionary | $221.0M |
| Client Accounts | 621 |
| Avg Account Size | $6.1M |
| Employees | 10 |
| Peak AUM | $3.86BMar 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.8B | 1.4% | +12.6% | +9.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $3.81B |
| Discretionary | $3.58B |
| Employees | 10 |
| Client Accounts | 621 |
| Client Range | 0 |
Contact & Location
Address
200 WEST FORSYTH STREET
JACKSONVILLE FL 32202
Phone
904-356-1739
Filing History
47 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.6B
94.2% of AUM
Non-Discretionary
$221M
5.8% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm