Kestrel Partners Llp
- Regulatory AUM
- $291M
- Discretionary
- $291M
- Clients
- 11
- Avg AUM / client
- $26.5M
- Accounts
- 16
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7 | $2.2M | 0.77% |
| High net worth individuals | Fewer than 5 clients | $1.0M | 0.35% |
| Pooled investment vehicles (non-investment companies) | 4 | $227M | 77.9% |
| Charitable organizations | Fewer than 5 clients | $60.4M | 20.7% |
| Corporations and other businesses | Fewer than 5 clients | $665K | 0.23% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Royde, Matthew, Max Edward | Chief Executive Officer & Partner | Sep 2009 (17y) | 25% – 50% | |
| Scott, Oliver, Rupert Andrew | Partner | Sep 2009 (17y) | 25% – 50% | |
| Prance, David, William, Michael | Chief Compliance Officer & Chief Financial Officer | Nov 2020 (6y) | Less than 5% | |
| Errington, Chris, Mark | Partner | May 2021 (5y) | 5% – 10% | |
| White, Sebastian, Jake Golder | Partner | May 2021 (5y) | 5% – 10% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $54.4M (14% of AUM) Jul 2019
- BNY Mellon $44.2M (15% of AUM) Jun 2026
- Jarvis International Management Limited $37.5M (8% of AUM) Jun 2021
- Northern Trust $16.3M (6% of AUM) Jun 2026
- Multrees Investor Services Ltd $2.1M (1% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗