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 SEC-registered investment adviser organized as an LLC and operating since 2001. The firm manages portfolios for both individual and family clients as well as institutional investors, offering portfolio management across single accounts, pooled vehicles and investment companies. Its fees are charged as a percentage of assets under management and, in some cases, fixed fees. Conestoga identifies as an active ESG investor and lists portfolio management for businesses and institutions among its advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

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