Beddow Capital Management

Name

Beddow Capital Management

Legal name

Beddow Capital Management

Website

https://beddowcapital.com

Company type

Private

Founded year

1986

Operating status

Acquired

Headcount range

1–10 employees

Short description

Beddow Capital Management is a boutique investment advisory firm founded in Jackson, Wyoming around 1986, serving high-net-worth individuals and families with discretionary, intrinsic value-focused portfolio management on over $300 million in client assets, now operating as part of First Manhattan.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Discretionary Portfolio Management (DPM) (FSAAABAC)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment advisory services
• Wealth management
• Portfolio management
• Asset management
• Intrinsic value investing

Headquarters

HQ city

Jackson

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Fees: As a registered investment advisory firm, Beddow Capital Management generates revenue through advisory fees, typically charged as a percentage of assets under management (AUM). Following the integration with First Manhattan, the firm likely operates on a fee-only or AUM-based revenue model aligned with First Manhattan's independently owned advisory structure.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Beddow Capital Management is a registered investment advisory firm that provides discretionary, intrinsic value-focused portfolio management to high-net-worth individuals and families. Following its March 2026 integration with First Manhattan, the offering is supported by an in-house research platform, integrated wealth planning capabilities, alternative investment strategies, and an independent trust company, all oriented toward long-term wealth preservation and multigenerational stewardship.

Product overview

Beddow Capital Management, now part of First Manhattan, operates as an investment advisory firm offering a unified suite of wealth management services. The core offering is discretionary investment management with a disciplined, intrinsic value-focused approach, supported by First Manhattan's in-house research platform. Additional modules include integrated wealth planning and alternative investment strategies, all designed for long-term, research-driven portfolio management serving high-net-worth individuals and families.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services

Quantifiable outcome

• Beddow Capital Management's integration with First Manhattan provides continuity of service with enhanced capabilities for clients seeking long-term investment stewardship.

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• First ManhattancoreStrategic or Co-development Partner · 2 March 2026Beddow Capital Management joined First Manhattan, an independently owned and operated investment advisory firm with over $36 billion in assets under management and six decades of experience in research-driven investing. Edward Beddow joined First Manhattan as Senior Managing Director and Portfolio Manager. The partnership provides Beddow Capital with access to First Manhattan's in-house research platform, integrated wealth planning capabilities, and independent trust company, while strengthening First Manhattan's presence in the Western U.S. wealth management market.

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Pathstone: Independent, employee-owned RIA providing discretionary investment management, family office services, and wealth planning to HNW families and institutions. Comparable in scale and orientation to a multi-generational boutique practice like Beddow.
• Bessemer Trust: Privately held, multi-family office serving ultra-high-net-worth families with discretionary investment management, wealth planning, and trust services. Direct peer given shared focus on multigenerational HNW stewardship and discretionary portfolio management.
• Brown Brothers Harriman Wealth Management: Centuries-old private partnership offering HNW wealth management, trust services, and discretionary portfolio management. Direct peer in the family- and multigenerational-wealth segment with a similar fee-only, relationship-driven model.
• Edelman Financial Engines: Large independent RIA serving HNW individuals and families with discretionary investment management and wealth planning. Direct peer in the HNW mass-affluent and family-wealth segment, though materially larger in AUM.
• First Manhattan: Independent, research-driven investment advisor with $36B+ AUM serving HNW and families through separately managed portfolios, wealth planning, and alternatives. Beddow is now part of First Manhattan, making it the closest direct comparator for the merged practice.
• Glenmede: Independent investment and wealth advisor serving HNW families, foundations, and endowments through discretionary portfolio management and advisory services. Strong direct comparator given shared focus on long-term, research-driven investment philosophy and private ownership structure.
• Argent Wealth Management: Independent wealth management firm providing investment advisory and family office services to HNW clients across the Southeast and beyond. Comparable boutique RIA serving multigenerational family relationships.

Broad incumbents

• Hightower Advisors: Large RIA platform aggregating boutique wealth management firms across the U.S. Provides technology, compliance, and operational support to advisors serving HNW clients - represents the roll-up category Beddow-style boutiques often join.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/beddow-capital-management

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Beddow Capital Management