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| Conestoga Capital Advisors LLC
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|
|
|---|---|
| CRD # | 111750 |
| SEC # | 801-60133 |
| CIK # | 0001163744 |
| AUM | $6.2 BB (2023-03-30) |
| Employees | 17 (47% Investors, 18% Brokers) |
| Phone | 484-654-1380 |
| Address | Crosspoint at Valley Forge Wayne, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| CWST | 3.6 | 0.3 | |
| DSGX | 5.3 | 0.2 | |
| SPSC | 4.0 | 0.2 | |
| EXPO | 4.7 | 0.2 | |
| NOVT | 4.4 | 0.2 | |
| AAON | 2.8 | 0.2 | |
| FSV | 5.3 | 0.2 | |
| ALTR | 4.1 | 0.2 | |
| MMSI | 3.0 | 0.2 | |
| SSD | 4.2 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Conestoga Micro Cap Fund LP | [2019-03-29] | 9.5 | 16.2 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 0.0 |
| (b) Individuals (high net worth individuals) | 138 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 3.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.5 |
| (g) Pension and profit sharing plans | 10 | 0.4 |
| (h) Charitable organizations | 30 | 0.5 |
| (i) State or municipal government entities | 10 | 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 | 2 | 0.0 |
| (n) Other | 5 | 0.5 |
| Total | 269 | 6.2 |
| By Discretionary | ||
| Discretionary | 264 | 5.7 |
| Non-Discretionary | 5 | 0.5 |
| Total | 269 | 6.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.2 | |
| Total | 269 | 6.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Robert Mitchell | 26 | ||
| Joseph Monahan | 5 | ||
| Mark Clewett | 1 | ||
| Duane Dorazio | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001163744] | |
| SC 13G | [0001163744] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rothschild & Co Asset Management US Inc
✚
|
CT | 6.5 |
|
Intermede Investment Partners Limited
✚
|
6.4 | |
|
Ziegler Capital Management LLC
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IL | 6.4 |
|
Hamlin Capital Management LLC
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|
NY | 6.3 |
|
O'shaughnessy Asset Management LLC
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CT | 6.3 |
|
Harvest Fund Advisors LLC
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|
PA | 6.2 |
|
Bear Creek Asset Management LLC
✚
|
CO | 6.2 |
|
CFI Partners LLC
✚
|
IL | 6.1 |
|
Martin Currie Inc
✚
|
6.1 | |
|
Osterweis Capital Management LLC
✚
|
CA | 6.0 |