KESTREL INVESTMENT MANAGEMENT CORP
SEC RegisteredUNIQUE STRATEGY. HISTORY of RESULTS.
About the firm
Kestrel Investment Management is a small-cap equity manager with a unique, value-oriented approach, and a history of delivering consistent excess return over the course of a market cycle. They focus research on identifying companies where management is actively working on behalf of the shareholder, selecting stocks from companies undergoing voluntary restructurings.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Small-cap equity management with a value-oriented approach, focusing on companies undergoing voluntary restructurings
Who they serve
Investors desiring exposure to domestic small-cap equity
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 6 | $60M |
| Pension/Profit Sharing Plans | 1 | $17M |
| Charitable Organizations | 1 | $87M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Non-Institutional First $3,000,000 | 1.25% |
| Non-Institutional Balance | 1.00% |
| Institutional All Assets | 1.00% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KESTREL INVESTMENT MANAGEMENT CORP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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