Tieton Capital Management

RIASEC Registered
Total AUM
$314M
Discretionary
$314M
100% of AUM
Avg account
$6.3M
Accounts
50
Employees
3
Advisory reps
2

Firm details

Headquarters
Yakima, Washington
CRD number
135769
Registered since
May 23, 2006
Custodians
CHARLES SCHWAB & CO., INC., BNY (THE BANK OF NEW YORK MELLON), STATE STREET BANK AND TRUST COMPANY, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI27.4%
  • Pooled Investment Vehicles21.04%
  • State / Municipal Government18.63%
  • Charitable Organizations13.91%
  • Individuals13.09%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tieton Capital Management is a privately owned limited liability company operating as an institutional registered investment adviser; it registered with the SEC in 2006. The firm serves both individual/family clients and institutional investors and charges clients a percentage-of-AUM advisory fee. Its advisory activity centers on discretionary portfolio management across client types, including individuals and small businesses, investment companies, pooled investment vehicles, and other businesses or institutions. The firm does not describe itself as an ESG-focused investor, is not classified as a multi-state adviser, and does not operate primarily as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Public Funds/Mutual Funds 6%, Cash & Cash Equivalents 2%92%
  • Exchange Traded Equities92%
  • Public Funds/Mutual Funds6%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • William Dezellem

    William Dezellem

    President, Chief Investment OfficerCRD 2408858

Contacts

1 of 1
  • Matthew Dhane

    Matthew Dhane

    Portfolio ManagerCRD 4571985

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Yakima, WA

Yakima

Location

Yakima, WA

Headquartered in Yakima, WA, in the West of the United States.

Region
West
County
Yakima
Address
4700 Tieton Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth