Kestrel Partners LLP Only I.E. Not Different

RIASEC RegisteredEst. 2015

Total AUM

$400M

Discretionary

$400M

100% of AUM

Avg account

$20M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 226573
Registered since: June 1, 2015
Website: kestrelpartners.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles69.44%
Charitable Organizations28.46%
HNWI1.14%
Individuals0.71%
Corporations / Businesses0.24%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kestrel Partners LLP is a limited liability partnership that has been registered with the SEC since 2015. The firm primarily serves individual and family clients, as well as institutional clients, focusing on portfolio management across various account types. Kestrel Partners employs a fee structure that includes both a percentage of assets under management and performance-based fees. The firm does not engage in ESG investing and is not classified as a multi-state adviser.