DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 105899
JACKSONVILLE, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHRISTOPHER HERFF SCHMACHTENBERGER | Chartered Financial Analyst | JACKSONVILLE, FL | 29 | 32 | n/a | no |
| JAMES WILLIAM MOORE | Chartered Financial Analyst | JACKSONVILLE, FL | 16 | 21 | n/a | no |
| DENNIS DEE BLYLY | Chartered Financial Analyst | MIDDLEBURY, IN | 14 | 40 | 2 | no |
| TODD BREDEN MARTIN | Chartered Financial Analyst | LAKEWOOD RANCH, FL | 14 | 25 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| TIMUCUAN FUND, L.P. | Hedge Fund | $872M | Jul 1, 2026 | 69 | Jan 24, 2012 | reported | 021-146928 |
| TIMUCUAN OPPORTUNITY FUND, L.P. | Hedge Fund | $12.1M | Mar 28, 2016 | 9 | Jan 24, 2012 | dropped | 021-128761 |
| TAM ACCESS US, LLC | Private Equity Fund | $11.8M | Mar 27, 2019 | 19 | Mar 27, 2013 | dropped | 021-183521 |
| TAM ORTHO SERIES A OF TIMUCUAN PRIVATE CAPITAL INVESTORS LLC | Private Equity Fund | $440,079 | May 7, 2024 | 17 | Mar 31, 2014 | dropped | 021-207248 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| NEWTON, RUSSELL, BROWN | CHAIRMAN EMERITUS | E | yes | 10/2024 | Jul 1, 2026 | Jul 1, 2026 |
| VADALA, MICHELE, L. | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2025 | Jul 1, 2026 | Jul 1, 2026 |
| BLYLY, DENNIS, DEE | VICE PRESIDENT | Na | no | 10/2011 | Jul 1, 2026 | Jul 1, 2026 |
| MARTIN, TODD, BREDEN | VICE PRESIDENT | Na | no | 11/2010 | Jul 1, 2026 | Jul 1, 2026 |
| MOORE, JAMES, WILLIAM | VICE PRESIDENT | Na | no | 05/2005 | Jul 1, 2026 | Jul 1, 2026 |
| SCHMACHTENBERGER, CHRISTOPHER, | President | Na | no | 03/2011 | Jul 1, 2026 | Jul 1, 2026 |
| SLOCUM, JOSHUA, RIDER | VICE PRESIDENT | Na | no | 06/2026 | Jul 1, 2026 | Jul 1, 2026 |
| VAUGHN, DREAMA, DAWN | VICE PRESIDENT | Na | no | 03/1986 | Jul 1, 2026 | Jul 1, 2026 |
| FRANCO, JAMES, R | CHIEF COMPLIANCE OFFICER | Na | no | 05/2021 | May 26, 2021 | May 7, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| TIMUCUAN FUND MANAGEMENT, L.P. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| LAKEWOOD RANCH | FL | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 19, 2026 | $3.8B | $3.6B | 10 | 4 | 2 | 1 | n/a |
| 2024 | Mar 19, 2025 | $3.9B | $3.6B | 11 | 5 | 2 | 2 | n/a |
| 2023 | Mar 14, 2024 | $3.3B | $3.1B | 11 | 7 | 2 | 2 | $742M |
| 2022 | Mar 27, 2023 | $2.7B | $2.5B | 11 | 7 | 2 | 2 | $585M |
| 2021 | Mar 25, 2022 | $3.2B | $3.0B | 9 | 7 | 2 | 2 | $746M |
| 2020 | Mar 30, 2021 | $2.4B | $2.2B | 10 | 8 | 2 | 2 | $575M |
| 2019 | Mar 30, 2020 | $2.2B | $2.0B | 9 | 7 | 2 | 2 | $464M |
| 2018 | Mar 27, 2019 | $1.7B | $1.5B | 9 | 7 | 2 | 3 | $344M |
| 2017 | Mar 27, 2018 | $1.8B | $1.6B | 9 | 7 | 2 | 3 | $341M |
| 2016 | Mar 27, 2017 | $1.5B | $1.5B | 9 | 7 | n/a | 3 | $302M |
| 2015 | Mar 28, 2016 | $1.2B | $1.2B | 8 | 7 | n/a | 4 | $269M |
| 2014 | Mar 30, 2015 | $1.2B | $1.2B | 8 | 7 | n/a | 4 | $275M |
| 2013 | Mar 31, 2014 | $1.0B | $990M | 8 | 7 | n/a | 4 | $237M |
| 2012 | Mar 27, 2013 | $830M | $810M | 8 | 7 | n/a | 3 | $171M |
| 2011 | Jan 24, 2012 | $700M | $678M | n/a | n/a | n/a | 2 | $157M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.8B | $3.9B | -1.4% | $2.7B | 12.6% | 10 | 11 | 3 | 2 |