Kestrel Investment Management Corp

RIASEC RegisteredEst. 1993

Total AUM

$180M

Discretionary

$180M

100% of AUM

Avg account

$20M

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Mateo, California
CRD number: 106789
Registered since: February 17, 1993
Website: www.kestrelinvestment.com
Custodians: STATE STREET BANK AND TRUST COMPANY, FNZ TRUST COMPANY, GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans48.58%
HNWI33.08%
Pooled Investment Vehicles9.25%
Charitable Organizations9.09%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kestrel Investment Management Corp is a small, SEC-registered investment adviser that has operated since 1993 and is owned by an individual. The firm manages portfolios for both high-net-worth individuals and institutional clients, charging fees as a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. Kestrel reports no active ESG program and is not registered as a multistate adviser.