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901 S. Mopac Expy Suite 225, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-25 |
Branch Locations
901 S. Mopac Expy Suite 225, Austin, TX 78746 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
?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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-17 |
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