Kestrel Investment Management CORP
Assets Under Management
$185.6M
Number of Clients
9
Number of Advisors
1
Avg. Portfolio per Client
$20.6M
Avg. Managed per Advisor
$185.6M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Kestrel Investment Management manages investment portfolios for individuals, corporate pension plans, and other institutions, as well as a private investment fund. Kestrel primarily invests in U.S. small and mid-cap value stocks, seeking undervalued companies undergoing restructuring. Kestrel does not engage in market timing or macroeconomic forecasting.
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is 1.00% for institutional clients. All Separate Account fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment Management
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Location
411 Borel Avenue, Suite 403, San Mateo, CA, 94402