Kestrel Partners LLP is a large advisory firm based in London. It manages $389.53 million of regulatory assets for 98 client accounts. It has been registered with the SEC as an adviser since 2015.
Kestrel Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and non continuous advisory. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kestrel Partners LLP is $389.53 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% since the beginning of its operation, and $335.17 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Kestrel Partners LLP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, other investment advisers, high net worth individuals, and pooled investment vehicles. The largest group of clients of Ari Charles Zaphiriou Zarifi is pooled investment vehicles with 2 clients and $296.79 million of assets under management. Among the 9 most similar advisory firms, Kestrel Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $389.53 million for 98 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 99% of the firm’s clients are foreign persons or businesses.
Kestrel Partners doesn't advise any private funds.
The company employs 21 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ari Charles Zaphiriou Zarifi has been acting as President since 1 Sep 2009. Oliver Rupert Andrew Scott joined the executive team most recently as the Partner.
The principal office where Kestrel Partners LLP performs its advisory services is located at 1 Adam Street, London, Wc2 N 6 Le, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +44 203 371 6100 or by fax +44 207 839 8891. The normal business hours are 8.30am-5.30pm on Monday - Friday. You can find more information about the New York firm at kestrelip.com/.