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Jordan Lee Flebotte

Kensington Asset Management, LLC

Austin, TX

CRD 5379846

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Employer firm

Kensington Asset Management, LLC CRD 309780

$2.56B regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Portfolio management (investment companies)
  • Selection of other advisers
  • FIRM HAS MODEL PORTFOLIO DELIVERY SERVICE AGREEMENTS IN PLACE, WHEREBY IT PROVIDES BUY/SELL SIGNALS AND SECURITY ALLOCATIONS/WEI

From the firm’s Form ADV. Read the guides:

Current Employers
Kensington Asset Management, Llc

901 S. Mopac Expy Suite 225, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-17
  • TX RA
    APPROVED
    Since 2024-01-17

Branch Locations

901 S. Mopac Expy Suite 225, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axiom Capital Management, Inc. New York NY 10/2015 03/2017
Ascendant Alternative Strategies, Llc Austin TX 03/2017 02/2021
Kensington Asset Management, Llc Austin TX 10/2020 Present
Fox Chase Capital Partners, Llc Port Reading NJ 02/2021 06/2021
  • 10/2015 → 03/2017
    Axiom Capital Management, Inc.
    New York, NY
  • 03/2017 → 02/2021
    Ascendant Alternative Strategies, Llc
    Austin, TX
  • 10/2020 → Present
    Austin, TX
  • 02/2021 → 06/2021
    Fox Chase Capital Partners, Llc
    Port Reading, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-29
S63 Uniform Securities Agent State Law Examination 2016-02-24
  • S65 Uniform Investment Adviser Law Examination
    2020-07-29
  • S63 Uniform Securities Agent State Law Examination
    2016-02-24

View on SEC IAPD

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