Kestrel Investment Management Corp
Kestrel Investment Management Corp is an SEC-registered wealth manager in San Mateo, CA with $180.0M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Kestrel Investment Management Corp: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106789, SEC 801-43351, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $180.0M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- San Mateo, CA
- Employees
- 7
- Clients
- 9
- CRD
- 106789
- Ownership
- STEIRMAN, DAVID, J.; KELLER, ABBOTT, J; STEIRMAN, DAVID; WANG, PETER, AN YUAN; GORELIK, ALEXANDER, M
How much AUM does Kestrel Investment Management Corp have?
Kestrel Investment Management Corp reported $180.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Kestrel Investment Management Corp?
Disclosed owners and executives of Kestrel Investment Management Corp include STEIRMAN, DAVID, J., KELLER, ABBOTT, J, STEIRMAN, DAVID, WANG, PETER, AN YUAN, GORELIK, ALEXANDER, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.