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Kensington Investment Counsel (Long Beach)


Kensington Investment Counsel is an adviser based in Long Beach. It manages $39.47 million of regulatory assets for 73 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Kensington Investment Counsel provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kensington Investment Counsel: assets under management

The assets under management (AUM) of Kensington Investment Counsel is $39.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $540.65 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kensington Investment Counsel for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Long Beach

The principal office where Kensington Investment Counsel performs its advisory services is located at 444 W. Ocean Blvd., Long Beach, CA 90802, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 562-983-6677 or by fax 562-983-6673. The normal business hours are 9 a.m.- 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.kensingtonic.com.


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