Kestrel Investment Management provides investment management services to separately managed accounts and a private investment fund. Kestrel invests primarily in U.S. small and mid-cap value stocks, selecting stocks where management has initiated voluntary restructuring. Kestrel uses fundamental analysis and quantitative/qualitative screens. Kestrel does not engage in market timing or macroeconomic forecasting.
Assets Under Management$190M
Clients9
Advisors1
Avg. per Client$21M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3M+ | 1.00% |
Fee schedule shown is for non-institutional clients. Institutional clients pay 1.00% on all assets. All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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