Kensington Investment Counsel is an SEC registered investment adviser organized as a limited liability company with a primary office location in Long Beach, CA. Its latest Form ADV filing, dated March 31, 2026, reports $310M in regulatory assets under management, 4 employees, 1 office, and 293 accounts.
Assets Under Management
$310M
Employees
4
Offices
1 office
Total Clients
115
Primary office
LONG BEACH, CA
5580 E. 2ND STREET, SUITE 209, LONG BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.4% of total clients.
Top client categories% of clientsClients
1
HNWI
70.4%
81
2
Individuals
29.6%
34
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$310Mas of March 31, 2026
Discretionary100.0%
$310M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$310M
Total Accounts293
10Y AUM Change+$159M (+105.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee29:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2021. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.