MINIMUM ACCOUNT SIZE
Tieton Capital Management’s minimum new account size is $500,000. The minimum account size will increase in the future based on Tieton Capital’s assets 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 clients 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.
Tieton Capital Management’s fee is a flat 1.00% of the account assets under management.