Kensington Investment Counsel, LLC
● SEC registered since 2021CRD 108012SEC# 801-121893Long Beach, CA
Reg. AUM
$310.2M
Employees
4
Accounts
293
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 $310.2 million in regulatory assets under management and employs 4 people.
Kensington Investment Counsel, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey G. Wimbish Control | Managing Partner, Chief Compliance Officer | 10-25% | 2000 |
| Jeffrey G. Wimbish Trust Dtd January 12, 2000 | Shareholder | 10-25% | 2000 |
| Jonathan S. Wimbish Separate Property Trust Dtd August 26, 2015 | Shareholder | 5-10% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Kensington Investment Counsel, LLC manage?
Kensington Investment Counsel, LLC reports $310.2 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
| Address | 5580 E. 2nd Street, Suite 209, Long Beach, CA 90803 |
| Phone | 562-983-6677 |
| Office hours | 8 a.m.-4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$310.2M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$310.2Mregulatory AUM
Discretionary $310.2M