Conestoga Capital Advisors, LLC

RIASEC Registered

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 that provides portfolio management across individuals, families, pooled vehicles, investment companies, and institutional clients. The firm is registered with the SEC and has been SEC-registered since 2001. Its fee arrangements include both percentage-of-AUM and fixed-fee models. Conestoga identifies as an active ESG investor and lists portfolio management for individuals/small businesses, investment companies, pooled investment vehicles, and businesses or institutions among its primary advisory activities.