← Directory
KESTREL INVESTMENT MANAGEMENT CORP
CRD 106789File 801-43351
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$180.0M
Bottom 25% of cohort (national)
Discretionary AUM
$180.0M
Clients
9
9 accounts
Employees
7
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 17, 1993
- Principal office
- 411 BOREL AVENUE, SUITE 403, SAN MATEO, CA, 94402
- Phone
- 650-572-9450
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $180.0M
- Discretionary AUM
- $180.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9
- Non-discretionary accounts
- 0
- Total accounts
- 9
- AUM per client
- $20.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $16.4M |
| High net worth individuals | 6 | $59.5M |
| Pooled investment vehicles | 1 | $16.6M |
| Pension and profit sharing plans | Fewer than 5 | $87.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.