BEDDOW CAPITAL MANAGEMENT INC
Adviser information for BEDDOW CAPITAL MANAGEMENT INC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Wyoming, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 157 | $241.7M |
Non-Discretionary | 4 | $938,090 |
Total | 161 | $242.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 16 | $4.7M |
HNW Individuals | 46 | $237.9M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 1 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Principal Office
199 EAST PEARL AVENUE SUITE 102JACKSON
WY
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 307-734-7300, Fax: 307-734-7300
Websites
Chief Compliance Officer
EDWARD G. BEDDOW
PRESIDENT
199 EAST PEARL SUITE 102
JACKSON
WY
United States
Tel:
307-734-7300
Fax:
307-734-7300
E*******@****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
TAYLOR, CRAIG, C | Individual | – | DIRECTOR | 10/2014 | < 5% |
BEDDOW, EDWARD, GEORGE | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 05/1990 | < 5% |
EDWARD G. BEDDOW, TRUSTEE OF THE EDWARD G. BEDDOW REVOCABLE LIVING TRUST FBO EDWARD G. BEDDOW | Domestic Entity | – | SHAREHOLDER | 07/2009 | > 75% |
MCCONNELL, MARK, STEVEN | Individual | – | DIRECTOR | 10/2014 | < 5% |
BEDDOW, EDWARD, GEORGE | Individual | EDWARD G. BEDDOW, TRUSTEE OF THE EDWARD G. BEDDOW REVOCABLE LIVING TRUST FBO EDWARD G. BEDDOW | TRUSTEE | 07/2009 |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
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