|
⚲
|
| Kestra Investment Management LLC
✚
|
|
|---|---|
| CRD # | 317711 |
| SEC # | 801-122889 |
| CIK # | 0001962449 |
| AUM | $4.3 B (2026-06-18) |
| Employees | 17 (76% Investors, 47% Brokers) |
| Phone | 844-553-7872 |
| Address | 5707 Southwest Parkway, Building 2, Ste 400 Austin, TX 78735 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 4.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16,262 | 4.3 |
| By Discretionary | ||
| Discretionary | 16,262 | 4.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16,262 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 16,262 | 4.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001962449] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Next Legacy Management LLC
✚
|
CA | 4.4 |
|
TPG RE Finance Trust Management LP
✚
|
TX | 4.4 |
|
Drive Capital LLC
✚
|
OH | 4.4 |
|
Invesco Investment Advisers LLC
✚
|
IL | 4.4 |
|
Ancala Partners LLC
✚
|
NY | 4.4 |
|
Morgan Stanley Eaton Vance CLO Manager LLC
✚
|
NY | 4.3 |
|
Coronation International Limited
✚
|
4.3 | |
|
Apollo Real Estate Fund Adviser LLC
✚
|
NY | 4.3 |
|
Channing Capital Management LLC
✚
|
IL | 4.2 |
|
Franklin BSP Capital Adviser LLC
✚
|
NY | 4.2 |