Kestra Investment Management, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 317711
- Registered since
- December 16, 2021
- Website
- www.kestraim.com
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kestra Investment Management, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2021. The firm positions itself to serve institutional clients, delivering portfolio management for businesses and other institutions on a fee basis tied to assets under management. Kestra identifies as affiliated with broker-dealer, trust company, insurance company and other investment-adviser entities, and it operates under an independent broker-dealer classification. The firm does not report acting as a capital allocator, it is not an active ESG investor, and it does not describe multi-state or pension-consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities9%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3
Scott Zegers
Chief Financial OfficerCRD 4831659
Vinay Kant
Chief Technology OfficerCRD 7976827
Kara Murphy
Executive Vice President & Chief Investment OfficerCRD 4192291
Contacts
3 of 10
John Choquette
Investment AnalystCRD 7814728
Jean-Luc Dupont
Vice PresidentCRD 7779006
Stephen Smith
Financial AdvisorCRD 4222732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 188Active vs passive
$6.6B in ETFs
65%
$4.3B
33%
$2.3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US VALUE ETF (IUSV) | BlackRock | Passive | Large Value | $398M | 3,893,371 | 6.07% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 5707 Southwest Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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