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KESTREL INVESTMENT MANAGEMENT CORP
CRD 106789 · SEC 801-43351
411 BOREL AVENUE, SUITE 403, SAN MATEO, CA, 94402, United States
Phone
650-572-9450
Fax
650-572-8689
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$180.0M
Discretionary AUM
$180.0M
Team
7 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $59.5M |
| Pooled investment vehicles | 1 | $16.6M |
| Pension/profit sharing plans | 1 | $87.4M |
| Charitable organizations | 1 | $16.4M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD