|
⚲
|
| Kestrel Partners LLP
✚
|
|
|---|---|
| CRD # | 226573 |
| SEC # | 801-99337 |
| CIK # | |
| AUM | $454.0 MM (2024-06-18) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 442033716100 |
| Address | 3 Robert Street London, United Kingdom |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 3.7 |
| (b) Individuals (high net worth individuals) | 0 | 5.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 254.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 188.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 454.0 |
| By Discretionary | ||
| Discretionary | 20 | 454.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 454.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 230.9 | |
| United States Persons | 223.1 | |
| Total | 20 | 454.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Beard Investment Services Inc
✚
|
OH | 0.5 |
|
Atlas Brown Inc
✚
|
KY | 0.5 |
|
The Helmstar Group LLC
✚
|
ID | 0.5 |
|
Safeguard Investment Advisory Group LLC
✚
|
CA | 0.5 |
|
Gilliland Jeter Wealth Management LLC
✚
|
AR | 0.5 |
|
Oliver Lagore Vanvalin Investment Group Inc
✚
|
MI | 0.5 |
|
Kickstand Ventures LLC
✚
|
NY | 0.5 |
|
Wooster Corthell Wealth Management Inc
✚
|
CT | 0.5 |
|
Bridge Advisory LLC
✚
|
CA | 0.5 |
|
Westchester Capital Management Inc
✚
|
NE | 0.5 |