Overview
Assets Under Management: $180 million
Headquarters: SAN MATEO, CA
High-Net-Worth Clients: 6
Average Client Assets: $9.9 million
Frequently Asked Questions
KESTREL INVESTMENT MANAGEMENT CORP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106789), KESTREL INVESTMENT MANAGEMENT CORP is subject to fiduciary duty under federal law.
KESTREL INVESTMENT MANAGEMENT CORP is headquartered in SAN MATEO, CA.
KESTREL INVESTMENT MANAGEMENT CORP serves 6 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, KESTREL INVESTMENT MANAGEMENT CORP offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
KESTREL INVESTMENT MANAGEMENT CORP manages $180 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, KESTREL INVESTMENT MANAGEMENT CORP serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.08%
Average Client Assets: $9.9 million
Total Client Accounts: 9
Discretionary Accounts: 9
Regulatory Filings
CRD Number: 106789
Filing ID: 2077351
Last Filing Date: 2026-03-24 16:21:27