DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Kensington Asset Management, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Steven Byungkwan Chang | Steward Partners Investment Solutions, LLC independent RIA | Kensington Asset Management, LLC asset manager | Other | Sep 15, 2023 | Feb 28, 2025 (532 d) |
| Bruce Pasquale Delaurentis | Advisors Preferred LLC asset manager | Kensington Asset Management, LLC no RAUM | Other | Oct 5, 2021 | Aug 14, 2020 |
| Brian Matthew Weisenberger | Wfg Advisors, LP other | Kensington Asset Management, LLC asset manager | Other | Dec 7, 2015 | Jan 7, 2026 (3684 d) |
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3 moves match.