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
8

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 8
  • Steven Chang

    Managing DirectorCRD 4386630

  • JASON SIM

    Co-Portfolio ManagerCRD 6389859

  • JORDAN FLEBOTTE

    Portfolio ManagerCRD 5379846

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 55

Active vs passive

$2.3B in ETFs

Passive

71%

$1.7B

Active

29%

$689M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$484M809,87920.65%

Location

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth