Investment adviser · CRD 111750
CONESTOGA CAPITAL ADVISORS, LLC
Investment adviser filing (IA)
WAYNE, PA, United States · Form ADV filed Mar 9, 2026
- Regulatory AUM
- $6.94B Form ADV · Item 5.F
- Client accounts
- 233 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 6 | $3,886,023,934 | 56.0% |
| Pooled investment vehicles | 3 | $794,606,082 | 11.5% |
| Other clients | 7 | $563,637,728 | 8.1% |
| Charities | 22 | $489,931,631 | 7.1% |
| High-net-worth individuals | 137 | $465,816,022 | 6.7% |
| Retirement plans | 10 | $430,800,708 | 6.2% |
| Government entities | 9 | $284,946,221 | 4.1% |
| Corporations & businesses | Fewer than 5 | $10,085,030 | 0.1% |
| Individuals | 38 | $9,183,184 | 0.1% |
Filing source
Form ADV 2061173 · Mar 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CONESTOGA MICRO CAP FUND, LPHedge Fund · Last reported Mar 29, 2021$16.2MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BBD, LLP
PCAOB 552
Fund details & source
- Fund ID
- 805-6778124306
- Reported beneficial owners
- 14
- Minimum commitment
- $250K
- Form D file number
- 021-328107
Form ADV 1501216 · Mar 29, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 9, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
CROSSPOINT AT VALLEY FORGE, 550 E. SWEDESFORD RD. SUITE 120WAYNE, PA, 19087, United States
CRD 111750
Filing source
Form ADV 2061173 · Mar 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.