The KESTREL INVESTMENT MANAGEMENT CORP is a privately held investment adviser that advises $179.96mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. KESTREL INVESTMENT MANAGEMENT CORP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 15.65% over the last 5-years.
The Group has been registered with the SEC for 33.47 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 411 BOREL AVENUE SUITE 403, SAN MATEO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 4 investment and 3 non-investment staff. The total number of Employees decreased by 22.22% over the last 5-years.
Their $179.96mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 2 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $87.42mn or 48.58% of Total Assets and High Net Worth Individuals own $59.54mn or 33.08% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
KESTREL INVESTMENT MANAGEMENT CORP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.