MINIMUM ACCOUNT SIZE
Tieton Capital Management’s minimum new account size is $1,000,000. The minimum account size will increase in the future based on Tieton Capital’s assets under management. The future minimum new account size schedule follows:
- $2 million at $150 million under management
- $3 million at $200 million under management
- $4 million at $250 under management
- $5 million at $300 million under management
Increasing the minimum will allow us to maintain our focus on research, provide a high level of service as we grow and ensure an in-depth knowledge of each client’s specific circumstances.
MAXIMUM ASSETS UNDER MANAGEMENT
Tieton Capital Management will no longer accept new assets once assets under management reach $350 million.
We are conservatively limiting our assets under management so that our size does not encumber our ability to successfully manage a 25 to 35 company portfolio of our best ideas.
In conjunction with this decision, we will be limiting the number of clients we accept so that we can continue to provide the same historic level of client service.
The determination to cap the firm at this conservative level emanates directly from our mission to increase our clients’ wealth.
FEE SCHEDULE
Tieton Capital Management’s fee is a flat 1.00% of the account assets under management.