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Jason Sim

Kensington Asset Management, LLC

Austin, TX

CRD 6389859

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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
Kensington Asset Management, Llc Austin TX 08/2021 Present
Cge Partners, Llc Austin TX 09/2018 08/2021
Ascendant Capital, Llc Austin TX 08/2014 09/2018
  • 08/2021 → Present
    Kensington Asset Management, Llc
    Austin, TX
  • 09/2018 → 08/2021
    Cge Partners, Llc
    Austin, TX
  • 08/2014 → 09/2018
    Ascendant Capital, Llc
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-31
  • S65 Uniform Investment Adviser Law Examination
    2020-07-31
Other Names
  • Jason Young Sim

View on SEC IAPD

Nearby Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES

Nearby Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner

Nearby Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX

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