Kestra Investment Management, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 317711
- Registered since
- December 16, 2021
- Website
- www.kestraim.com
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kestra Investment Management, LLC operates as an institutional RIA focused on portfolio management for business and institutional clients. Organized as a limited liability company and registered with the SEC in 2021, the firm bills on a percentage-of-AUM basis and reports an exclusively institutional client base. It does not present itself as a capital allocator, is not a multi-state adviser, and does not identify as an active ESG investor. Kestra Investment Management maintains affiliations across the financial services ecosystem, including relationships with a broker-dealer, other investment advisers, a trust company, and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities9%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3
Scott Zegers
Chief Financial OfficerCRD 4831659
Vinay Kant
Chief Technology OfficerCRD 7976827
Kara Murphy
Executive Vice President & Chief Investment OfficerCRD 4192291
Contacts
3 of 10
John Choquette
Investment AnalystCRD 7814728
Jean-Luc Dupont
Vice PresidentCRD 7779006
Stephen Smith
Financial AdvisorCRD 4222732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 248Active vs passive
$5.7B in ETFs
67%
$3.9B
31%
$1.9B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US VALUE ETF (IUSV) | BlackRock | Passive | Large Value | $492M | 4,464,120 | 8.56% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 5707 Southwest Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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