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Kensington Investment Counsel, LLC

● SEC registered since 2021CRD 108012SEC# 801-121893Long Beach, CA
Export (members)
Reg. AUM
$298M
Employees
4
Accounts
276
Location
Long Beach, CA

Kensington Investment Counsel, LLC assets under management

Kensington Investment Counsel, LLC is an SEC-registered investment adviser based in Long Beach, CA. The firm has been registered since 2021. It reports $298 million in regulatory assets under management and employs 4 people.

Kensington Investment Counsel, LLC owners & executives

10 reported
NameTitleOwnershipSince
Jeffrey G. Wimbish ControlManaging Partner, Chief Compliance Officer10-25%2000
Jeffrey G. Wimbish Trust Dtd January 12, 2000Shareholder10-25%2000
Jonathan S. Wimbish Separate Property Trust Dtd August 26, 2015Shareholder5-10%2012
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Frequently asked questions

How much does Kensington Investment Counsel, LLC manage?

Kensington Investment Counsel, LLC reports $298 million in regulatory assets under management on its Form ADV.

How many employees does Kensington Investment Counsel, LLC have?

Kensington Investment Counsel, LLC reports 4 employees.

Where is Kensington Investment Counsel, LLC located?

Kensington Investment Counsel, LLC is based in Long Beach, CA and has been SEC-registered since 2021.

Does Kensington Investment Counsel, LLC disclose fund performance?

Kensington Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5580 E. 2nd Street, Suite 209, Long Beach, CA 90803
Phone562-983-6677
Office hours8 a.m.-4:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$298M
Non-discretionary$0
Total (RAUM)$298M