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Kestrel Wealth Management
KESTREL WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in SOUTH BEND, IN, registered since 2022. The firm manages approximately $144 million...
Overview
KESTREL WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in SOUTH BEND, IN, registered since 2022. The firm manages approximately $144 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who are the key principals at Kestrel Wealth Management?
No named principals, CEO, CIO, or other leadership are publicly identified for Kestrel Wealth Management. The firm's SEC filings and online presence do not list key personnel.
Has Kestrel Wealth Management made any notable investments?
No portfolio companies, direct deals, or co-investments are attributed to Kestrel Wealth Management in public records. The firm's investment activity is not documented.
What is the source of wealth for Kestrel Wealth Management's clients?
The source of wealth for clients of Kestrel Wealth Management is undisclosed. The firm does not publicize its client base or wealth origin.
Is Kestrel Wealth Management affiliated with any other financial entities?
No affiliations with other firms, family offices, or investment entities are publicly documented for Kestrel Wealth Management. Its relationships remain unknown.
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