Tieton Capital Management
Firm details
- Headquarters
- Yakima, Washington
- CRD number
- 135769
- Registered since
- May 23, 2006
- Website
- tietoncapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1William Dezellem
President, Chief Investment OfficerCRD 2408858
Contacts
1 of 1Matthew Dhane
Portfolio ManagerCRD 4571985
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Surience Private Wealth LLC
RIAYakima, WA
Leonard Rickey Investment Advisors, P.L.L.C.
RIAYakima, WA
Capital Advisors Wealth Management
RIAYakima, WA
Alegria Asset Management
RIAYakima, WA
The Fauser Group, LLC
RIAMercer Island, WA
Columbia Advisory Partners, LLC
RIASpokane, WA