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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

KENSINGTON ASSET MANAGEMENT, LLC

CRD 309780

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fb817e63-874f-b1ff-136f-fff8a401328b

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 11
On other graphs: 0
Observed: Jun 18, 2020 to Aug 3, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $2.6BItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.6B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $365Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1
High net worth clients: 0
SEC number: 801-119080
CIK: 1979884
CRD: 309780
Filings on the tape: 20
First filed: Jun 18, 2020
Latest filed: Aug 3, 2026
Organised: Limited Liability Company, TX
Website: kensingtonassetmanagement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JORDAN LEE FLEBOTTE	n/a	AUSTIN, TX	2	10	1	no
JASON SIM	n/a	AUSTIN, TX	2	12	1	no
PATRICK ANDREW SOMMERSTAD	n/a	AUSTIN, TX	2	18	1	no
BRUCE PASQUALE DELAURENTIS	n/a	AUSTIN, TX	2	32	5	no
Steven Byungkwan Chang	n/a	AUSTIN, TX	1	25	4	yes
BRIAN MATTHEW WEISENBERGER	Chartered Financial Analyst	AUSTIN, TX	0	12	1	yes
OKIMA TAKARA AMARANTHIS	n/a	Portland, OR \| AUSTIN, TX	0	10	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ARROYOS, VALERIE, MARIE	CHIEF OPERATING OFFICER	Na	yes	06/2020	Jun 18, 2020	Mar 15, 2024
BOWER, WILLIAM, SCOTT	EXECUTIVE DIRECTOR	Na	yes	06/2020	Mar 29, 2023	Mar 15, 2024
CHANG, STEVEN, BYUNGKWAN	CHIEF COMPLIANCE OFFICER	Na	yes	01/2024	Jan 3, 2024	Mar 15, 2024
DELAURENTIS, BRUCE, PASQUALE	PORTFOLIO MANAGER	B	yes	06/2020	Jun 18, 2020	Mar 15, 2024
ENGELBRECHT, MARK, WESLEY	Member	C	yes	11/2021	Mar 30, 2021	Mar 15, 2024
FANOPOULOS, EMMANUEL	Member	C	yes	11/2021	Mar 30, 2021	Mar 15, 2024
KENSINGTON INVESTMENT PARTNERS, LLC	Member	E	yes	06/2022	Mar 29, 2023	Mar 15, 2024
WEISENBERGER, BRIAN, MATTHEW	EXECUTIVE DIRECTOR	Na	yes	04/2022	Mar 29, 2023	Mar 15, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN JUAN	Pr	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$2.6B	$2.6B	17	5	1	n/a	n/a
2024	Mar 24, 2025	$1.9B	$1.9B	17	5	1	n/a	n/a
2023	Mar 15, 2024	$2.1B	$2.1B	17	5	1	n/a	n/a
2022	Mar 29, 2023	$1.9B	$1.9B	13	5	1	n/a	n/a
2021	Mar 30, 2022	$1.2B	$1.2B	10	4	1	n/a	n/a
2020	Mar 30, 2021	$408M	$408M	12	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.6B	$1.9B	34.7%	$1.9B	9.9%	17	17	1	1

Relationships

Registered with (8)

← OKIMA TAKARA AMARANTHISAdvisorregistration: current employment
Aug 3, 2026 to presentfactForm ADV
← BRIAN MATTHEW WEISENBERGERAdvisorregistration: current employment
Jan 7, 2026 to presentfactForm ADV
← Steven Byungkwan ChangAdvisorregistration: current employment
Feb 28, 2025 to presentfactForm ADV
← BRUCE PASQUALE DELAURENTISAdvisorregistration: previous registration
Aug 14, 2020 to Dec 31, 2023factForm ADV
← JORDAN LEE FLEBOTTEAdvisorregistration: previous registration
Oct 28, 2020 to Dec 31, 2023factForm ADV
← JASON SIMAdvisorregistration: previous registration
Jun 30, 2022 to Dec 31, 2023factForm ADV
← PATRICK ANDREW SOMMERSTADAdvisorregistration: previous registration
Oct 28, 2020 to Dec 31, 2023factForm ADV
← Grant M DavidAdvisorregistration: previous registration
Sep 10, 2024 to Oct 21, 2024factForm ADV

Controls (8)

← ENGELBRECHT, MARK, WESLEYOwnerMEMBER, ownership code C, individual
Mar 30, 2021 to Mar 15, 2024factForm ADV
← CHANG, STEVEN, BYUNGKWANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 3, 2024 to Mar 15, 2024factForm ADV
← FANOPOULOS, EMMANUELOwnerMEMBER, ownership code C, individual
Mar 30, 2021 to Mar 15, 2024factForm ADV
← WEISENBERGER, BRIAN, MATTHEWOwnerEXECUTIVE DIRECTOR, ownership code NA, individual
Mar 29, 2023 to Mar 15, 2024factForm ADV
← ARROYOS, VALERIE, MARIEOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Jun 18, 2020 to Mar 15, 2024factForm ADV
← BOWER, WILLIAM, SCOTTOwnerEXECUTIVE DIRECTOR, ownership code NA, individual
Mar 29, 2023 to Mar 15, 2024factForm ADV
← DELAURENTIS, BRUCE, PASQUALEOwnerPORTFOLIO MANAGER, ownership code B, individual
Jun 18, 2020 to Mar 15, 2024factForm ADV
← KENSINGTON INVESTMENT PARTNERS, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 29, 2023 to Mar 15, 2024factForm ADV

Dated events

Occurred
Mar 13, 2026
Regulatory AUM changed
Kensington Asset Management, Llc reported RAUM $2.6B, up 35% from $1.9B (2025-12-15 to 2026-03-13)
Form ADVobserved 5 days ago
$659M
Occurred
Oct 21, 2024
Advisor changed firm
Grant M David left Kensington Asset Management, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-11-19)
Form ADVobserved 5 days ago
Occurred
Jan 3, 2024
Control person joined
Byungkwan Steven Chang (Chief Compliance Officer) appeared on Schedule A of Kensington Asset Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 29, 2023
Regulatory AUM changed
Kensington Asset Management, Llc reported RAUM $1.9B, up 65% from $1.2B (2022-09-28 to 2023-03-29)
Form ADVobserved 5 days ago
$755M
Occurred
Mar 29, 2023
Control person joined
Matthew Brian Weisenberger (Executive Director) appeared on Schedule A of Kensington Asset Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 29, 2023
Control person joined
Scott William Bower (Executive Director) appeared on Schedule A of Kensington Asset Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person left
Lee Jordan Flebotte (Executive Director) no longer on Schedule A of Kensington Asset Management, Llc (listed 2021-12-08, absent 2022-03-30)
Form ADVobserved 5 days ago
Occurred
Dec 1, 2021
Regulatory AUM changed
Kensington Asset Management, Llc reported RAUM $1.0B, up 151% from $408.2M (2021-03-30 to 2021-12-01)
Form ADVobserved 5 days ago
$616M
Occurred
Mar 30, 2021
Control person joined
Wesley Mark Engelbrecht (Member) appeared on Schedule A of Kensington Asset Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person joined
Emmanuel Fanopoulos (Member) appeared on Schedule A of Kensington Asset Management, Llc
Form ADVobserved 5 days ago
Occurred
Jun 18, 2020
First Form ADV filing
Kensington Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb817e63-874f-b1ff-136f-fff8a401328b
First observed: Jun 18, 2020
Last observed: Aug 3, 2026 48 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KENSINGTON ASSET MANAGEMENT, LLC

CRD 309780

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fb817e63-874f-b1ff-136f-fff8a401328b

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:48 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JORDAN LEE FLEBOTTE

n/a

AUSTIN, TX

JASON SIM

n/a

AUSTIN, TX

PATRICK ANDREW SOMMERSTAD

n/a

AUSTIN, TX

BRUCE PASQUALE DELAURENTIS

n/a

AUSTIN, TX

Steven Byungkwan Chang

n/a

AUSTIN, TX

yes

BRIAN MATTHEW WEISENBERGER

Chartered Financial Analyst

AUSTIN, TX

yes

OKIMA TAKARA AMARANTHIS

n/a

Portland, OR | AUSTIN, TX

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARROYOS, VALERIE, MARIE

CHIEF OPERATING OFFICER

yes

06/2020

Jun 18, 2020

Mar 15, 2024

BOWER, WILLIAM, SCOTT

EXECUTIVE DIRECTOR

yes

06/2020

Mar 29, 2023

Mar 15, 2024

CHANG, STEVEN, BYUNGKWAN

CHIEF COMPLIANCE OFFICER

yes

01/2024

Jan 3, 2024

Mar 15, 2024

DELAURENTIS, BRUCE, PASQUALE

PORTFOLIO MANAGER

yes

06/2020

Jun 18, 2020

Mar 15, 2024

ENGELBRECHT, MARK, WESLEY

Member

yes

11/2021

Mar 30, 2021

Mar 15, 2024

FANOPOULOS, EMMANUEL

Member

yes

11/2021

Mar 30, 2021

Mar 15, 2024

KENSINGTON INVESTMENT PARTNERS, LLC

Member

yes

06/2022

Mar 29, 2023

Mar 15, 2024

WEISENBERGER, BRIAN, MATTHEW

EXECUTIVE DIRECTOR

yes

04/2022

Mar 29, 2023

Mar 15, 2024

City

State

Country

Employees

Also broker-dealer

SAN JUAN

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$2.6B

n/a

2024

Mar 24, 2025

$1.9B

n/a

2023

Mar 15, 2024

$2.1B

n/a

2022

Mar 29, 2023

$1.9B

n/a

2021

Mar 30, 2022

$1.2B

n/a

2020

Mar 30, 2021

$408M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.6B

$1.9B

34.7%

$1.9B

9.9%