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Bruce Pasquale Delaurentis

Kensington Asset Management, LLC

Austin, TX

CRD 844424

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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 2024-01-25
  • TX RA
    APPROVED
    Since 2024-01-25

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Kensington Analytics Llc Dallas TX 01/2013 03/2018
Kensington Analytics Llc San Juan PR 01/2015 Present
Atcap Partners, Llc Rockville MD 03/2016 03/2020
Kensington Asset Management, Llc Austin TX 07/2020 Present
Previous Registrations
Other Businesses

?Name of the other business: Kensington Analytics LLC ?Is the business is investment-related: Yes, but it doesn't require registration with a regulatory authority. ?Address of the other business: 1060 Avenida Ashford, PH1, San Juan, PR 00907 ?Nature of the other business: It provides non-specific model driven signals to buy or sell a particular asset class to other RIAs. The RIA decides how to implement the signals in terms of security and execution and pays a licensing fee to KA. ?Your position, title, and relationship with the other business: Principal, sole owner ?Start date of your relationship : October 22, 2014 ?The approximate number of hours per month you devote to the other business: 100 hrs ?The number of hours you devote to the other business during securities trading hours: 50 hrs ?Duties relating to the other business: Most of my time is spent developing investment models that will be candidates for future products for Kensington Asset Management, LLC. I also spend maybe 10 hrs/mo servicing my RIA licensing clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-29
S63 Uniform Securities Agent State Law Examination 1994-02-17
  • S65 Uniform Investment Adviser Law Examination
    2013-03-29
  • S63 Uniform Securities Agent State Law Examination
    1994-02-17

View on SEC IAPD

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