KENSINGTON ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 309780
- Registered since
- August 14, 2020
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Kensington Asset Management, LLC is an SEC-registered investment manager organized as a limited liability company and operating primarily for institutional clients. The firm registers as a capital allocator and reports business activities consistent with commodity pool operator/commodity trading adviser (CPO/CTA) responsibilities. Its advisory work includes portfolio management for investment companies and the selection of other advisers, and it is identified as a sponsor of limited partnerships and an investment adviser to other vehicles. Kensington charges fees based on a percentage of assets under management and does not identify as an active ESG investor. The firm’s regulatory registration dates to 2020. Public records list it as owned by a domestic entity and individuals, and its operational profile points toward managing pooled structures and serving institutional mandate(s) rather than retail households.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8Steven Chang
Managing DirectorCRD 4386630
JASON SIM
Co-Portfolio ManagerCRD 6389859
JORDAN FLEBOTTE
Portfolio ManagerCRD 5379846
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$2.3B in ETFs
71%
$1.7B
29%
$689M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $484M | 809,879 | 20.65% |
Location
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
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