Conestoga Capital Advisors, LLC

RIASEC RegisteredEst. 2001

Total AUM

$6.9B

Discretionary

$6.4B

92% of AUM

Avg account

$29.8M

Accounts

233

Employees

Advisory reps

Firm details

Headquarters: Wayne, Pennsylvania
CRD number: 111750
Registered since: April 18, 2001
Website: conestogacapital.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees
Client types: Investment Companies56.03%
Pooled Investment Vehicles11.46%
Other8.13%
Charitable Organizations7.06%
HNWI6.72%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Conestoga Capital Advisors, LLC is an institutional registered investment adviser formed in 2001 that manages portfolios for both individuals/families and institutional clients. The firm operates as an LLC with individual ownership and offers fee arrangements on a percentage-of-AUM basis and fixed fees. Its advisory services span separately managed accounts, pooled vehicles and investment companies, and programing for businesses or institutions. Conestoga reports being an active ESG investor and shows a clear preference for equity strategies across its mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities97%
State & Local Bonds1%
Investment Grade Corp Bonds1%
Public Funds/Mutual Funds1%
Cash & Cash Equivalents1%

Owners & executives

1 of 1

Duane Dorazio
Co-Founder, Managing Partner, Chief Compliance OfficerCRD 2757951

Contacts

3 of 7

Robert Mitchell
Co-Founder, Managing Partner, Portfolio Manager, Research AnalystCRD 4374418
David Neiderer
Partner, Portfolio Manager, Research AnalystCRD 5488940
Derek Johnston
Managing Partner and Portfolio ManagerCRD 2315459