|
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|
| Keyboard |
| Kestrel Partners LLP
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|
|---|---|
| CRD # | 226573 |
| SEC # | 801-99337 |
| CIK # | |
| AUM | 291.0 M (2026-06-26) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 442033716100 |
| Address | 3 Robert Street London, United Kingdom |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 2.2 |
| (b) Individuals (high net worth individuals) | 0 | 1.0 |
| (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 | 4 | 226.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 60.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 291.0 |
| By Discretionary | ||
| Discretionary | 16 | 291.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 291.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 195.0 | |
| United States Persons | 96.0 | |
| Total | 16 | 291.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| LEI | 549300EYI30YCQJGOB82 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Madden Advisory Services Inc
✚
|
FL | 291.7 M |
|
McNaughton Wealth Management LLC
✚
|
CA | 291.6 M |
|
The Ellerson Group Inc
✚
|
MD | 291.2 M |
|
EPIQ Partners LLC
✚
|
MN | 290.9 M |
|
Accretive Wealth Management LLC
✚
|
CA | 290.7 M |
|
Leigh Baldwin & Co LLC
✚
|
NY | 290.6 M |
|
Lockshield Partners Inc
✚
|
KY | 290.6 M |
|
Birks Financial Corp
✚
|
VA | 290.6 M |
|
Godshalk Welsh Capital Management Inc
✚
|
PA | 290.5 M |
|
Martin Capital Partners LLC
✚
|
OR | 290.5 M |