Money Manager Review 
Info History Assets Professionals Personnel Product
Print PDF    Print  Close Window
 

Conestoga Capital Advisors

259 N. Radnor-Chester Rd. Suite 120
Radnor, Pennsylvania 19087
United States
 
Contact :      Rip Scott
Phone :       484-654-1380
Fax :             610-225-0533
Email :         rscott@conestogacapital.com
Web :           http://www.conestogacapital.com

Conestoga Capital Advisors Information

Type of organization :
Total Assets Managed ($Mil) : $186
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 2001
Wrap Programs Offered? : No
# of Accounts Managed : 228
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Conestoga Capital Advisors History

Based in Radnor, PA, Conestoga Capital Advisors, LLC is an independent registered investment advisory firm specializing in small cap portfolio management. The firm officially began its operation on July 7, 2001. Conestoga Capital Advisors was founded by its four managing partners , William C. Martindale, Jr., W. Christopher Maxwell, Robert Mitchell and Duane D'Orazio. Raymond P. Scott, III became the fifth managing partner in January of 2004. The firm is 100 percent employee-owned. Conestoga Capital Advisors was initially formed through a lift-out of certain assets of Martindale Andres & Co. In late 2000, Bill Martindale and Bob Mitchell negotiated a deal with M&T Bank seeking to acquire certain customer relationships from M&T's investment advisory subsidiary, Martindale Andres & Co. By September 30, 2005, managed assets had grown to approximately $208 million. The organization's growth is the result of new accounts, the continued migration of Martindale Andres & Co. accounts from M&T to Conestoga Capital Advisors, and the integration of accounts brought from Gratitude Investment Advisors, a small registered investment advisory firm run by Chris Maxwell in Rockhall, MD. In October 2002, the firm launched the Conestoga Small Cap Fund for investors with less than the $1,000,000 separate account minimum.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Conestoga Capital Advisors Personnel

Mr.  Robert Mitchell

Portfolio Manager
Tel : 484-654-1380
Email: rmitchell@conestogacapital.com
Robert M. Mitchell, Managing Partner Professional Highlights Bob is a Co-Founder and Managing Partner of Conestoga Capital Advisors. His focus is on small and mid capitalization companies. Bob is responsible for directing the firm's equity portfolio management process and employing the firm's fundamental research approach to selecting securities. He also oversees the firm's operations, systems and technology. Prior to forming Conestoga Capital Advisors, Bob was a Portfolio Manager/Analyst and the Director of Equity Research at Martindale Andres & Company. Bob's portfolio management and research expertise was focused on small and mid capitalization companies. While at Martindale Andres & Co., he was responsible for $100 million of individual and institutional small-cap and multi-cap accounts. Prior to his employment at Martindale Andres & Co., Bob worked with the U.S. Department of Justice Antitrust Division, where he analyzed the economic and financial aspects of various industries for evidence of antitrust violations. Recognition Bob has provided investment commentary to a broad range of investment publications including The Wall Street Journal, Bloomberg News and The Philadelphia Inquirer. Education 1995, MBA - Indiana University's Kelley School of Business 1991, BA - University of Notre Dame www.conestogacapital.com

Mr.  William Martindale

Portfolio Manager
Tel : 484-654-1380
Email: wcmartin@conestogacapital.com
Professional Highlights Bill is a Co-Founder and Managing Partner of Conestoga Capital Advisors. He serves as Chief Investment Officer of the firm with a focus on small and mid-cap equity securities. He also oversees the firm's strategic business development and finances. Bill's investment career spans more than thirty years, beginning at Dean Witter Reynolds where he acted as Vice President and Manager from 1969 through 1989. In 1989, Bill co-founded Martindale Andres & Company Inc., where he acted as Chief Investment Officer. In this capacity, he was responsible for approximately $1.0 billion in equity securities that the firm managed for its individual and institutional clients. Bill was the Portfolio Manager of the Governor Aggressive Growth Fund, a small cap mutual fund, and the Governor Established Growth Fund, a large cap mutual fund. Recognition Bill has been recognized by DCA Technologies, Money Magazine and other publications for his experience and expertise as an equity investment manager. He has authored "The Evolution of a Small Cap Investor" in Small Cap Stocks, edited by Klein and Lederman, and has appeared on network television as a market commentator. Education 1964, BS - Gettysburg College

Conestoga Capital Advisors Product Name

Report Created: March,28 2020.  Copyright Money Manager Review , All rights Reserved.
Top

Print  Close Window