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CONESTOGA CAPITAL ADVISORS, LLC

Business and Investment Profile

The CONESTOGA CAPITAL ADVISORS, LLC is a privately held investment adviser that advises $6.37Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. CONESTOGA CAPITAL ADVISORS, LLC is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets decreased by 10.16% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 25.3 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at CROSSPOINT AT VALLEY FORGE 550 E. SWEDESFORD RD. SUITE 120, WAYNE, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 18 employees comprised of 9 investment and 9 non-investment staff. The total number of Employees increased by 20% over the last 5-years.

Asset Profile

Their $6.37Bn in assets advised are owned by 3 private funds, 6 public funds and BDCs and 42 other accounts. Assets of Investment Companies (IC) clients own $3.89Bn or 60.99% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $794.61mn or 12.47% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.

Client Profile

They advise 8 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $2.15Bn in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

CONESTOGA CAPITAL ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: CONESTOGA CAPITAL ADVISORS, LLC

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Keywords: Conestoga Capital Advisors, Conestoga
Generated 2026-09-12T06:48:15.065473.  © 2026 Convergence.