Kensington Asset Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$2.6B

Discretionary

$2.6B

100% of AUM

Avg account

$2.6B

Accounts

1

Employees

17

Advisory reps

9

Firm details

Headquarters: Austin, Texas
CRD number: 309780
Registered since: August 14, 2020
Website: www.kensingtonassetmanagement.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Kensington Asset Management, LLC is an institutional registered investment advisor organized as an LLC and SEC-registered since 2020. The firm serves primarily institutional clients and bills for advice on a percentage-of-AUM basis. Filings identify Kensington as a capital allocator that provides portfolio management for investment companies and selects other advisers, and it operates with CPO/CTA business activity, indicating experience managing or sponsoring commodity pool and managed-futures style programs. Kensington is not flagged as an active ESG investor and does not present itself as a multi-state adviser for regulatory purposes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Contacts

3 of 9

Steven Chang
Managing DirectorCRD 4386630
Jason Sim
Co-Portfolio ManagerCRD 6389859
Jordan Flebotte
Portfolio ManagerCRD 5379846

Unlock 6 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 46

Active vs passive

$2B in ETFs

Passive

57%

$1.2B

Active

42%

$869M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$419M	609,865	20.73%

Unlock additional holdings →

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region: South
County: Travis
Address: 901 S Mopac Expy
Time zone: CT (UTC-6)
Office locations

Similar firms

Serve Capital Partners

Austin, TX

AUM $2.5BTEAM 8REPS 3

Oxbow Advisors, LLC

Austin, TX

AUM $2.5BTEAM 13REPS 12

Multicoin Capital Management, LLC

Austin, TX

AUM $2.7BTEAM 22REPS 4

MCP Management, LP

Austin, TX

AUM $2.7BTEAM 8REPS 4

Maslow Wealth Advisors

Austin, TX

AUM $2.8BTEAM 27REPS 21

Waterloo Capital

Austin, TX

AUM $2.3BTEAM 64REPS 55

More RIAs in Austin →All Texas RIAs →