Tieton Capital Management
- Company typePrivate
- Founded2005
- HeadquartersWausau, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Tieton Capital Management firmographics
Firmographics- Name
- Tieton Capital Management
- Legal name
- Tieton Capital Management, LLC
- Website
- https://tietoncapital.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Tieton Capital Management industry classification
Industry- Product category
- Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Small-Cap Equity (Active) (FSAAAIAC)
Keywords
Where Tieton Capital Management is headquartered
LocationHeadquarters
- HQ city
- Wausau
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Tieton Capital Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Investment Advisory Fees: Tieton Capital Management charges a flat 1.00% annual fee on assets under management (AUM). This is a straightforward recurring revenue model where fees scale proportionally with AUM. The firm will stop accepting new clients once AUM reaches $350 million, suggesting the fee structure is designed to sustain operations at a curated client scale rather than maximize AUM growth.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Single flat fee tier: 1.00% of AUM |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Tieton Capital Management product offering
Product offeringCore offering
Tieton Capital Management is a long-only, independently owned SEC-registered investment advisor that purchases common stocks of small companies with market caps generally under $2 billion. The firm operates a concentrated 25-35 stock Small Cap Value Strategy using proprietary internal research and direct management interviews ("feet on the ground" approach), charging a flat 1.00% annual fee on assets under management with a $500,000 minimum account size.
Product overview
Tieton Capital Management offers a unified Small Cap Value investment strategy focused on long-only, owner-oriented investing in small-cap companies with market caps generally under $2 billion. The firm provides a secure Client Portal for existing clients to access their accounts, along with required regulatory disclosures including Form ADV Part 2 (Firm Brochure) and Form ADV Part 3 (Client Relationship Summary). The product suite is centered on proprietary internal research and a focused portfolio of 25-35 companies.
Differentiator
Problem solved
Functional benefit
Products and services
- Small Cap Value Strategy A long-only value investment strategy purchasing common stocks of small companies with market caps generally under $2 billion, targeting turnarounds, improving growth outlook, and undiscovered companies. Available to clients with a minimum new account size of $500,000, with a concentrated portfolio of 25-35 high-conviction ideas.
- Client Portal Secure online portal providing existing clients access to their investment accounts and portfolio information with username/password authentication.
Quantifiable outcome
- Grew Davidson Investment Advisors Small/Mid Cap Value Strategy from $0 to $125 million during 1998-2005 with strong investment performance.
- +1 more outcomes
Companies that use Tieton Capital Management
Customer profileSegments2 records
Ideal customer profiles2 records
Tieton Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Tieton Capital Management partnerships and signals
Strategic signalScale indicators4 records
Recent moves4 records
Expansion highlights4 records
Tieton Capital Management competitors and assessment
Company assessmentDirect peers
- Ariel Investments: An employee-owned boutique manager specializing in U.S. small/mid cap value equities with a long-term horizon and concentrated portfolio approach. Ariel's owner-oriented, fundamentals-first philosophy closely mirrors Tieton's investment approach and target market.
- Westwood Holdings Group: An employee-owned boutique active equity manager with offerings across U.S. small/mid cap value strategies. Westwood's strategy focus, ownership culture, and institutional distribution model are closely aligned with Tieton's positioning.
- Huber Capital Management: An employee-owned boutique focused on U.S. small/mid cap value investing with a concentrated, fundamentals-driven approach. Huber's strategy scope, ownership structure, and target investor base closely parallel Tieton's positioning.
- Nuance Investments: A boutique manager specializing in U.S. small/mid cap value equities with a concentrated portfolio and long-term investment horizon. Nuance's strategy mandate, target market cap range, and high-conviction portfolio construction are highly comparable to Tieton.
- Royce Investment Partners: A specialist small cap equity manager with a long-standing focus on small and micro-cap value investing. Like Tieton, Royce employs a bottoms-up, fundamentals-driven approach targeting companies with market caps well below large cap thresholds, and is a directly comparable boutique active manager in the small cap value category.
- River Road Asset Management: A boutique active equity manager with a long-only, fundamentals-driven approach targeting U.S. small and mid cap value opportunities. River Road's strategy focus and institutional client orientation closely overlap with Tieton's value proposition.
- Heartland Advisors: A value-oriented boutique manager focused on U.S. small and mid cap equities, employing a fundamentals-driven bottom-up process. Heartland's strategy scope and target market cap profile closely overlap with Tieton's Small Cap Value Strategy.
- First Pacific Advisors (FPA): An employee-owned boutique active manager with offerings in U.S. small/mid cap value. FPA's long-term, fundamentals-driven approach and employee-ownership culture mirror key aspects of Tieton's positioning, though FPA is meaningfully larger and broader in strategy scope.
- Keeley Asset Management Corp (Teton Advisors): A small/mid cap value specialist with a concentrated, fundamentals-driven approach and an institutional and intermediary client base. Keeley-Teton's strategy mandate and target market cap profile are directly comparable to Tieton's Small Cap Value Strategy.
Broad incumbents
- ClearBridge Investments: A large, established active equity manager offering U.S. small/mid cap value strategies as part of a broader product suite. While not a focused boutique, ClearBridge is a relevant incumbent competitor in the same small cap value category that Tieton targets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Tieton Capital Management social profiles
Digital presenceTieton Capital Management compliance and trust
Trust signalCompliance3 records
Tieton Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tieton Capital Management leadership team
Management profileNumber of profiles
Profiles2 records
Tieton Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tieton Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tieton Capital Management
What does Tieton Capital Management do?
Tieton Capital Management is a long-only, independently owned SEC-registered investment advisor that purchases common stocks of small companies with market caps generally under $2 billion. The firm operates a concentrated 25-35 stock Small Cap Value Strategy using proprietary internal research and direct management interviews ("feet on the ground" approach), charging a flat 1.00% annual fee on assets under management with a $500,000 minimum account size.
Is Tieton Capital Management a public or private company?
Tieton Capital Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tieton Capital Management founded?
Tieton Capital Management was founded in 2005. It employs 11 to 50 people.
Where is Tieton Capital Management based?
Tieton Capital Management is headquartered in Wausau, United States, in the North America region.
How does Tieton Capital Management make money?
One revenue line is on record: investment Advisory Fees.
Who are Tieton Capital Management's main competitors?
Direct peers on record are Ariel Investments, Westwood Holdings Group, Huber Capital Management, Nuance Investments, Royce Investment Partners, River Road Asset Management, Heartland Advisors, First Pacific Advisors (FPA) and Keeley Asset Management Corp (Teton Advisors). ClearBridge Investments is listed as a broad incumbent.
Does Tieton Capital Management have an API?
No public API is recorded for Tieton Capital Management.
What industry is Tieton Capital Management in?
Tieton Capital Management's product category is Investment Advisory. Its primary akta.pro industry code is FSAAAIAC, Small-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.