Conestoga Capital Advisors LLC

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Assets, Funds, Holdings

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Conestoga Capital Advisors LLC
CRD #111750
SEC #801-60133
CIK #0001163744
AUM $8.8 B (2025-01-21)
Employees 18 (50% Investors, 17% Brokers)
Phone484-654-1380
AddressCrosspoint at Valley Forge
Wayne, PA 19087
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
10.08.06.04.02.00.02000200820172026
Sector Form 13F Holdings Value ($B)
Casella Waste Systems Inc 0.3
Construction Partners Inc 0.3
Descartes Systems Group Inc 0.3
RBC Bearings Inc 0.2
Firstservice Corp 0.2
Merit Medical Systems Inc 0.2
GSI Group Inc 0.2
Exponent Inc 0.2
Stevanato Group Spa 0.2
ESCO Technologies Inc 0.2
View All
Holdings by Sector ($B)
10.08.06.04.02.00.02012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Conestoga Micro Cap Fund LP [2019-03-29] 9.5 16.2
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 35 0.0
(b) Individuals (high net worth individuals) 153 0.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 6 5.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 3 0.6
(g) Pension and profit sharing plans 9 0.5
(h) Charitable organizations 26 0.6
(i) State or municipal government entities 9 0.3
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.0
(n) Other 5 0.7
Total 247 8.8
By Discretionary
Discretionary 242 8.1
Non-Discretionary 5 0.7
Total 247 8.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 8.7
Total 247 8.8
Form D Directors # Filings # Firms 2011 - 2025
Robert Mitchell 27
Joseph Monahan 6
Duane Dorazio 1
Mark Clewett 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001163744]
SC 13G [0001163744]
Form 13D/13G Filer Form 13D/13G Subject Filed
Conestoga Capital Advisors LLC Simulations Plus Inc [2025-01-10]
Conestoga Capital Advisors LLC Definitive Healthcare Corp [2024-01-05]
Conestoga Capital Advisors LLC DIGI International Inc [2023-11-03]
Conestoga Capital Advisors LLC Vericel Corp [2023-01-19]
Conestoga Capital Advisors LLC Clearwater Analytics Holdings Inc [2023-01-18]
Conestoga Capital Advisors LLC Stevanato Group Spa [2022-09-29]
Conestoga Capital Advisors LLC Transcat Inc [2022-09-28]
Conestoga Capital Advisors LLC Mercury Systems Inc [2022-01-10]
Conestoga Capital Advisors LLC Omega Flex Inc [2022-01-10]
Conestoga Capital Advisors LLC SPS Commerce Inc [2021-01-06]
View All
Comparable Firms State AUM ($B)
Ruane Cunniff & Goldfarb LP
NY 9.4
Cullen Capital Management LLC
NY 9.1
Gardner Russo & Quinn LLC
PA 9.0
Millburn Ridgefield LLC
NY 9.0
Caledonia Private Investments PTY Limited
8.5
Truston Asset Management Co Ltd
8.4
Hamlin Capital Management LLC
NY 8.3
Advent Capital Management LLC
NY 8.3
TimesSquare Capital Management LLC
NY 8.2
Harvest Fund Advisors LLC
PA 8.1
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