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Building 2KESTREL INVESTMENT MANAGEMENT CORP

Map pinSAN MATEO, CA
Phone650-572-9450
NotebookSEC #801-43351
Total AUM
$180M
Employees
7
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
411 BOREL AVENUE
SUITE 403
SAN MATEO
CA 94402
United States
Operating Hours
6:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
650-572-9450

ReceiptFinancials

Total AUM
$180M
Accounts
9
Discretionary
$180M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
6
AUM
$59.5M
Pooled Vehicle Clients
1
AUM
$16.6M
Pension/Profit Sharing Plan Clients
1
AUM
$87.4M
Charitable Organization Clients
1
AUM
$16.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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