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KESTREL PARTNERS LLP

CRD 226573File 801-99337
APPROVED
Retail clients
Filing as of Jun 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$291.0M
Below cohort median (national)
Discretionary AUM
$291.0M
Clients
11
16 accounts
Employees
11

Identity & registration

ADV Item 1
Organization form
Limited Liability Partnership
Firm type
Registered
SEC region
HQ
Registration date
Jun 1, 2015
Principal office
3 ROBERT STREET, LONDON, WC2N 6BH
Phone
+44 203 371 6100

Assets & accounts

ADV Item 5F
Total regulatory AUM
$291.0M
Discretionary AUM
$291.0M
Non-discretionary AUM
$0
Discretionary accounts
16
Non-discretionary accounts
0
Total accounts
16
AUM per client
$26.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$665K
Charitable organizationsFewer than 5$60.4M
High net worth individualsFewer than 5$1.0M
Pooled investment vehicles4$226.7M
Individuals (other than high net worth individuals)7$2.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • 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
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Jul 1, 2026Employees1211decreased by1
Jul 1, 2026Clients1211decreased by1
Jul 1, 2026AUM$399,728,503$291,045,486decreased by$108,683,017
Jul 1, 2026Accounts2016decreased by4
Dec 1, 2025
vs May 1, 2025
Employees1112increased by1
Dec 1, 2025
vs May 1, 2025
AUM$453,999,645$399,728,503decreased by$54,271,142
May 1, 2025
vs Oct 1, 2022
Employees1411decreased by3
May 1, 2025
vs Oct 1, 2022
AUM$413,236,535$453,999,645increased by$40,763,110
May 1, 2025
vs Oct 1, 2022
Accounts1720increased by3
Jul 1, 2022Employees1514decreased by1
Jul 1, 2022Clients7912decreased by67
Jul 1, 2022AUM$453,447,571$413,236,535decreased by$40,211,036
Jul 1, 2022Accounts8217decreased by65
Jul 1, 2021Employees1315increased by2
Jul 1, 2021Clients8779decreased by8

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “KESTREL PARTNERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KESTREL PARTNERS” may also match similarly-named firms). Confirm identity against each filing.

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.