CONESTOGA CAPITAL ADVISORS, LLC
Adviser information for CONESTOGA CAPITAL ADVISORS, LLC last updated from Form ADV on February 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 17 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 261 | $7.2B |
| Non-Discretionary | 5 | $628.4M |
| Total | 266 | $7.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 46 | $11.6M |
| HNW Individuals | 156 | $494.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 6 | $4.8B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $520.7M |
| Pension and profit sharing plans | 8 | $460.3M |
| Charitable organizations | 30 | $563.5M |
| State or municipal gov entities | 10 | $325.5M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $27.8M |
| Other | 5 | $628.4M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 30 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
CROSSPOINT AT VALLEY FORGE550 E. SWEDESFORD RD. SUITE 120
WAYNE
PA
United States
Monday - Friday, 8:30AM-5:00PM
Tel: 484-654-1380, Fax: 610-225-0533
Chief Compliance Officer
DUANE DORAZIO
PARTNER/CCO
CROSSPOINT AT VALLEY FORGE
550 E. SWEDESFORD RD. SUITE 120
WAYNE
PA
United States
Tel:
484-654-1380
Fax:
610-225-0533
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MITCHELL, ROBERT, MICHAEL | Individual | – | PARTNER | 03/2001 | 25-50% |
| DORAZIO, DUANE, RANDALL | Individual | – | PARTNER | 06/2001 | 10-25% |
| DORAZIO, DUANE, RANDALL | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2007 | 10-25% |
| CLEWETT, MARK, STANLEY | Individual | – | PARTNER/OWNER | 01/2007 | 10-25% |
| MONAHAN, JOSEPH, FRANCIS | Individual | – | PARTNER/OWNER | 01/2010 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AAON INC | COM PAR $0.004 | 182M | 2M | – |
| AGILYSYS INC | COM | 17M | 159K | – |
| ALIGN TECHNOLOGY INC | COM | 324K | 1K | – |
| ALPHA TEKNOVA INC | COM | 622K | 454K | – |
| ALPHABET INC | CAP STK CL A | 770K | 4K | – |
| ALPHABET INC | CAP STK CL C | 479K | 3K | – |
| ALTAIR ENGR INC | COM CL A | 244M | 2M | – |
| ANSYS INC | COM | 1M | 4K | – |
| APPLE INC | COM | 617K | 3K | – |
| AXON ENTERPRISE INC | COM | 35M | 119K | – |
| AZENTA INC | COM | 68M | 1M | – |
| BALCHEM CORP | COM | 178M | 1M | – |
| BENTLEY SYS INC | COM CL B | 313K | 6K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 474K | 1K | – |
| BIOLIFE SOLUTIONS INC | COM NEW | 1M | 65K | – |
| BIO-TECHNE CORP | COM | 22M | 311K | – |
| BLACKLINE INC | COM | 68M | 1M | – |
| BOWMAN CONSULTING GROUP LTD | COM | 1M | 39K | – |
| BRIGHT HORIZONS FAM SOL IN D | COM | 26M | 235K | – |
| CASELLA WASTE SYS INC | CL A | 336M | 3M | – |
| CCC INTELLIGENT SOLUTIONS HL | COM | 89M | 8M | – |
| CLEARWATER ANALYTICS HLDGS I | CL A | 124M | 7M | – |
| COGNEX CORP | COM | 15M | 322K | – |
| CONSTRUCTION PARTNERS INC | COM CL A | 228M | 4M | – |
| COPART INC | COM | 1M | 25K | – |
| COSTAR GROUP INC | COM | 1M | 16K | – |
| COSTCO WHSL CORP NEW | COM | 1M | 2K | – |
| CRYOPORT INC | COM PAR $0.001 | 492K | 71K | – |
| CSW INDUSTRIALS INC | COM | 150M | 567K | – |
| DANAHER CORPORATION | COM | 254K | 1K | – |
| DESCARTES SYS GROUP INC | COM | 302M | 3M | – |
| DIGI INTL INC | COM | 83M | 4M | – |
| ENERGY RECOVERY INC | COM | 1M | 90K | – |
| ESCO TECHNOLOGIES INC | COM | 108M | 1M | – |
| ESSENTIAL UTILS INC | COM | 259K | 7K | – |
| EVI INDS INC | COM | 14M | 766K | – |
| EXPONENT INC | COM | 263M | 3M | – |
| EXXON MOBIL CORP | COM | 703K | 6K | – |
| FACTSET RESH SYS INC | COM | 602K | 1K | – |
| FAIR ISAAC CORP | COM | 31M | 21K | – |
| FASTENAL CO | COM | 759K | 12K | – |
| FEDERAL SIGNAL CORP | COM | 113M | 1M | – |
| FIRSTSERVICE CORP NEW | COM | 217M | 1M | – |
| FIVE9 INC | COM | 7M | 166K | – |
| FORTINET INC | COM | 834K | 14K | – |
| FOX FACTORY HLDG CORP | COM | 55M | 1M | – |
| GARMIN LTD | SHS | 223K | 1K | – |
| GARTNER INC | COM | 14M | 31K | – |
| GENERAC HLDGS INC | COM | 20M | 154K | – |
| GRACO INC | COM | 33M | 422K | – |
| GUIDEWIRE SOFTWARE INC | COM | 32M | 233K | – |
| HEICO CORP NEW | CL A | 39M | 218K | – |
| HELIOS TECHNOLOGIES INC | COM | 96M | 2M | – |
| HENRY JACK & ASSOC INC | COM | 30M | 183K | – |
| HILLMAN SOLUTIONS CORP | COM | 85M | 10M | – |
| HOME DEPOT INC | COM | 225K | 655 | – |
| I3 VERTICALS INC | COM CL A | 2M | 70K | – |
| IDEXX LABS INC | COM | 835K | 2K | – |
| ILLINOIS TOOL WKS INC | COM | 216K | 910 | – |
| INTUIT | COM | 601K | 915 | – |
| IRADIMED CORP | COM | 1M | 28K | – |
| JOHN BEAN TECHNOLOGIES CORP | COM | 90M | 952K | – |
| JOHNSON & JOHNSON | COM | 360K | 2K | – |
| LCI INDS | COM | 13M | 129K | – |
| LEMAITRE VASCULAR INC | COM | 160M | 2M | – |
| LINDE PLC | SHS | 674K | 2K | – |
| MARKEL GROUP INC | COM | 528K | 335 | – |
| MASTERCARD INCORPORATED | CL A | 465K | 1K | – |
| MERCURY SYS INC | COM | 35M | 1M | – |
| MERIT MED SYS INC | COM | 193M | 2M | – |
| MESA LABS INC | COM | 50M | 573K | – |
| METTLER TOLEDO INTERNATIONAL | COM | 451K | 323 | – |
| MICROSOFT CORP | COM | 1M | 3K | – |
| MONTROSE ENVIRONMENTAL GROUP | COM | 2M | 42K | – |
| MSA SAFETY INC | COM | 58M | 307K | – |
| NATIONAL RESH CORP | COM NEW | 1M | 48K | – |
| NEOGEN CORP | COM | 109M | 7M | – |
| NIKE INC | CL B | 204K | 3K | – |
| NOVANTA INC | COM | 217M | 1M | – |
| NV5 GLOBAL INC | COM | 1M | 16K | – |
| NVIDIA CORPORATION | COM | 432K | 4K | – |
| OLO INC | CL A | 1M | 310K | – |
| OMEGA FLEX INC | COM | 2M | 42K | – |
| ORTHOPEDIATRICS CORP | COM | 1M | 48K | – |
| PALOMAR HLDGS INC | COM | 2M | 25K | – |
| PAYCOR HCM INC | COM | 87M | 7M | – |
| PEPSICO INC | COM | 256K | 2K | – |
| PHREESIA INC | COM | 2M | 78K | – |
| PLANET LABS PBC | COM CL A | 740K | 398K | – |
| PNC FINL SVCS GROUP INC | COM | 249K | 2K | – |
| POOL CORP | COM | 29M | 94K | – |
| PROCORE TECHNOLOGIES INC | COM | 207K | 3K | – |
| PROS HOLDINGS INC | COM | 94M | 3M | – |
| Q2 HLDGS INC | COM | 137M | 2M | – |
| RBC BEARINGS INC | COM | 197M | 728K | – |
| REPLIGEN CORP | COM | 119M | 947K | – |
| ROLLINS INC | COM | 49M | 1M | – |
| ROPER TECHNOLOGIES INC | COM | 1M | 2K | – |
| S&P GLOBAL INC | COM | 914K | 2K | – |
| SIMPSON MFG INC | COM | 236M | 1M | – |
| SIMULATIONS PLUS INC | COM | 110M | 2M | – |
| SITEONE LANDSCAPE SUPPLY INC | COM | 139M | 1M | – |
| SMUCKER J M CO | COM NEW | 260K | 2K | – |
| SOUNDTHINKING INC | COM | 918K | 75K | – |
| SPS COMM INC | COM | 231M | 1M | – |
| SPX TECHNOLOGIES INC | COM | 51M | 359K | – |
| STERIS PLC | SHS USD | 578K | 3K | – |
| STEVANATO GROUP S P A | ORD SHS | 133M | 7M | – |
| TECSYS INC COM | COM | 2M | 64K | – |
| TELEFLEX INCORPORATED | COM | 16M | 74K | – |
| THUNDERBIRD ENTERTAINMENT GROU | COM | 777K | 617K | – |
| TRACTOR SUPPLY CO | COM | 873K | 3K | – |
| TRANSCAT INC | COM | 92M | 769K | – |
| TREX CO INC | COM | 146M | 2M | – |
| TYLER TECHNOLOGIES INC | COM | 44M | 87K | – |
| U S PHYSICAL THERAPY | COM | 1M | 15K | – |
| UL SOLUTIONS INC | CLASS A COM SHS | 29M | 693K | – |
| UNIVERSAL TECHNICAL INST INC | COM | 1M | 78K | – |
| VAIL RESORTS INC | COM | 17M | 94K | – |
| VEEVA SYS INC | CL A COM | 587K | 3K | – |
| VERICEL CORP | COM | 94M | 2M | – |
| VERISK ANALYTICS INC | COM | 2M | 6K | – |
| VERTEX INC | CL A | 101M | 3M | – |
| WASTE CONNECTIONS INC | COM | 1M | 6K | – |
| WATSCO INC | COM | 44M | 96K | – |
| WD 40 CO | COM | 69M | 316K | – |
| WEST PHARMACEUTICAL SVSC INC | COM | 14M | 42K | – |
| WILLDAN GROUP INC | COM | 2M | 56K | – |
| WORKIVA INC | COM CL A | 87M | 1M | – |
| XYLEM INC | COM | 664K | 5K | – |