KENSINGTON INVESTMENT COUNSEL
KENSINGTON INVESTMENT COUNSEL, LLC Legal Name
Adviser information for KENSINGTON INVESTMENT COUNSEL last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 235 | $250.3M |
Non-Discretionary | 0 | $0 |
Total | 235 | $250.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 21 | $4.2M |
HNW Individuals | 71 | $244.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $1.5M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $111,710 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 2 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
5580 E. 2ND STREETSUITE 209
LONG BEACH
CA
United States
Monday - Friday, 8 A.M.-4:30 P.M.
Tel: 562-983-6677, Fax: None
Websites
Chief Compliance Officer
JEFFREY G WIMBISH
MANAGING MEMBER, CHIEF OPERATING OFFICER
5580 E. 2ND STREET
SUITE 209
LONG BEACH
CA
United States
Tel:
5629836677
Fax:
5629836673
J***@***************M
(Full email address available in API data)
Regulatory Contact
RICHARD WIMBISH
FOUNDER
21 E CANON PERDIDO ST.
SUITE 214
SANTA BARBARA
CA
United States
Tel:
562 983-6677
R******@***************M
(Full email address available in API data)
Industry Affiliates
KENSINGTON INVESTMENT COUNSEL | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WIMBISH, JEFFREY, G. | Individual | – | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | 01/2000 | 10-25% |
WIMBISH, RICHARD, G. | Individual | – | PARTNER | 01/2000 | > 75% |
WIMBISH, JONATHAN, SCOTT | Individual | – | PARTNER | 08/2012 | 5-10% |
WIMBISH, JEFFREY, G. | Individual | JEFFREY G. WIMBISH TRUST DTD JANUARY 12, 2000 | TRUSTEE | 01/2000 | > 75% |
WIMBISH, JONATHAN, SCOTT | Individual | JONATHAN S. WIMBISH SEPARATE PROPERTY TRUST DTD AUGUST 26, 2015 | TRUSTEE | 08/2012 | > 75% |
WIMBISH, RICHARD, G. | Individual | WIMBISH FAMILY TRUST DTD NOVEMBER 22, 1995 | TRUSTEE | 01/2000 | 50-75% |
WIMBISH, CARROLL, B. | Individual | WIMBISH FAMILY TRUST DTD NOVEMBER 22, 1995 | TRUSTEE | 01/2000 | 50-75% |
JEFFREY G. WIMBISH TRUST DTD JANUARY 12, 2000 | Domestic Entity | – | SHAREHOLDER | 01/2000 | 10-25% |
JONATHAN S. WIMBISH SEPARATE PROPERTY TRUST DTD AUGUST 26, 2015 | Domestic Entity | – | SHAREHOLDER | 08/2012 | 5-10% |
WIMBISH FAMILY TRUST DTD NOVEMBER 22, 1995 | Domestic Entity | – | SHAREHOLDER | 01/2000 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AMAZON COM INC COM | Stock | 2M | 11K | 0 |
ROLLINS INC COM | Stock | 2M | 37K | 0 |
INVESCO QQQ TRUST SERIES I | ETF | 3M | 5K | 0 |
STARBUCKS CORP COM | Stock | 1M | 13K | 0 |
BLOCK INC CL A | Stock | 221K | 3K | 0 |
MONSTER BEVERAGE CORP NEW COM | Stock | 2M | 41K | 0 |
JOHNSON & JOHNSON COM | Stock | 3M | 23K | 0 |
WILLIAMS SONOMA INC COM | Stock | 10M | 34K | 0 |
LKQ CORP COM | Stock | 3M | 66K | 0 |
COSTCO WHSL CORP NEW COM | Stock | 803K | 945 | 0 |
WATSCO INC COM | Stock | 8M | 17K | 0 |
PROCTER AND GAMBLE CO COM | Stock | 2M | 13K | 0 |
AVALONBAY CMNTYS INC COM | REIT | 2M | 11K | 0 |
WATERS CORP COM | Stock | 2M | 7K | 0 |
MERCK & CO INC COM | Stock | 5M | 38K | 0 |
SPDR S&P 500 ETF TRUST | ETF | 372K | 683 | 0 |
THE TRADE DESK INC COM CL A | Stock | 4M | 36K | 0 |
MASTERCARD INCORPORATED CL A | Stock | 2M | 6K | 0 |
ILLINOIS TOOL WKS INC COM | Stock | 1M | 6K | 0 |
UNITED RENTALS INC COM | Stock | 209K | 323 | 0 |
TYLER TECHNOLOGIES INC COM | Stock | 1M | 2K | 0 |
EMERSON ELEC CO COM | Stock | 4M | 32K | 0 |
BLACKLINE INC COM | Stock | 1M | 27K | 0 |
VERTEX PHARMACEUTICALS INC COM | Stock | 775K | 2K | 0 |
COGNIZANT TECHNOLOGY SOLUTIONS CL A | Stock | 489K | 7K | 0 |
SUPER MICRO COMPUTER INC COM | Stock | 220K | 269 | 0 |
VERIZON COMMUNICATIONS INC COM | Stock | 513K | 12K | 0 |
CHUBB LIMITED COM | Stock | 395K | 2K | 0 |
MARVELL TECHNOLOGY INC COM | Stock | 228K | 3K | 0 |
SNAP ON INC COM | Stock | 5M | 19K | 0 |
SHERWIN WILLIAMS CO COM | Stock | 1M | 5K | 0 |
FORD MTR CO DEL COM | Stock | 215K | 17K | 0 |
US BANCORP DEL COM NEW | Stock | 215K | 5K | 0 |
HOME DEPOT INC COM | Stock | 5M | 13K | 0 |
COOPER COS INC COM | Stock | 841K | 10K | 0 |
BROADRIDGE FINL SOLUTIONS INC COM | Stock | 3M | 13K | 0 |
BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1M | 2K | 0 |
ADOBE INC COM | Stock | 1M | 2K | 0 |
ALPHABET INC CAP STK CL A | Stock | 4M | 20K | 0 |
ZSCALER INC COM | Stock | 1M | 8K | 0 |
INTUIT COM | Stock | 1M | 2K | 0 |
MICROSOFT CORP COM | Stock | 13M | 28K | 0 |
SS&C TECHNOLOGIES HLDGS INC COM | Stock | 952K | 15K | 0 |
BOEING CO COM | Stock | 228K | 1K | 0 |
COPART INC COM | Stock | 3M | 59K | 0 |
NIKE INC CL B | Stock | 584K | 8K | 0 |
HYATT HOTELS CORP COM CL A | Stock | 2M | 13K | 0 |
NXP SEMICONDUCTORS N V COM | Stock | 250K | 928 | 0 |
MORNINGSTAR INC COM | Stock | 3M | 10K | 0 |
UBER TECHNOLOGIES INC COM | Stock | 275K | 4K | 0 |
CROWDSTRIKE HLDGS INC CL A | Stock | 3M | 7K | 0 |
ELI LILLY & CO COM | Stock | 2M | 2K | 0 |
REPLIGEN CORP COM | Stock | 1M | 10K | 0 |
DICKS SPORTING GOODS INC COM | Stock | 742K | 3K | 0 |
CBIZ INC COM | Stock | 1M | 19K | 0 |
SOFI TECHNOLOGIES INC COM | Stock | 157K | 24K | 0 |
JOBY AVIATION INC COMMON STOCK | Stock | 155K | 30K | 0 |
COINBASE GLOBAL INC COM CL A | Stock | 201K | 904 | 0 |
DUOLINGO INC CL A COM | Stock | 1M | 6K | 0 |
TOAST INC CL A | Stock | 214K | 8K | 0 |
META PLATFORMS INC CL A | Stock | 1M | 2K | 0 |
FIVE BELOW INC COM | Stock | 1M | 12K | 0 |
PALO ALTO NETWORKS INC COM | Stock | 1M | 3K | 0 |
BROADCOM INC COM | Stock | 848K | 528 | 0 |
NOVARTIS AG SPONSORED ADR | ADR | 1M | 9K | 0 |
ACCENTURE PLC IRELAND SHS CLASS A | Stock | 4M | 14K | 0 |
CELESTICA INC COM | Stock | 282K | 5K | 0 |
NVIDIA CORPORATION COM | Stock | 4M | 29K | 0 |
ABBVIE INC COM | Stock | 5M | 31K | 0 |
WEST PHARMACEUTICAL SVSC INC COM | Stock | 562K | 2K | 0 |
BLACKSTONE INC COM | Stock | 902K | 7K | 0 |
CHURCH & DWIGHT CO INC COM | Stock | 3M | 30K | 0 |
FACTSET RESH SYS INC COM | Stock | 3M | 6K | 0 |
QUALCOMM INC COM | Stock | 7M | 33K | 0 |
GENERAL DYNAMICS CORP COM | Stock | 4M | 14K | 0 |
RESMED INC COM | Stock | 1M | 7K | 0 |
AMETEK INC COM | Stock | 2M | 14K | 0 |
CISCO SYS INC COM | Stock | 722K | 15K | 0 |
ADVANCED MICRO DEVICES INC COM | Stock | 526K | 3K | 0 |
ROSS STORES INC COM | Stock | 1M | 8K | 0 |
SALESFORCE INC COM | Stock | 762K | 3K | 0 |
MCCORMICK & CO INC COM NON VTG | Stock | 5M | 75K | 0 |
NORTHROP GRUMMAN CORP COM | Stock | 341K | 783 | 0 |
REPUBLIC SVCS INC COM | Stock | 5M | 27K | 0 |
THERMO FISHER SCIENTIFIC INC COM | Stock | 822K | 1K | 0 |
LOCKHEED MARTIN CORP COM | Stock | 4M | 9K | 0 |
JPMORGAN CHASE & CO. COM | Stock | 4M | 22K | 0 |
CONOCOPHILLIPS COM | Stock | 365K | 3K | 0 |
MARKEL GROUP INC COM | Stock | 2M | 1K | 0 |
DANAHER CORPORATION COM | Stock | 1M | 5K | 0 |
WALMART INC COM | Stock | 4M | 57K | 0 |
TEXAS INSTRS INC COM | Stock | 4M | 19K | 0 |
ALPHABET INC CAP STK CL C | Stock | 557K | 3K | 0 |
AMGEN INC COM | Stock | 4M | 14K | 0 |
ENERPAC TOOL GROUP CORP CL A COM | Stock | 2M | 56K | 0 |
AXCELIS TECHNOLOGIES INC COM NEW | Stock | 286K | 2K | 0 |
EXLSERVICE HOLDINGS INC COM | Stock | 1M | 38K | 0 |
LITTELFUSE INC COM | Stock | 890K | 3K | 0 |
ROPER TECHNOLOGIES INC COM | Stock | 4M | 7K | 0 |
EXXON MOBIL CORP COM | Stock | 659K | 6K | 0 |
UNITEDHEALTH GROUP INC COM | Stock | 1M | 3K | 0 |
APPFOLIO INC COM CL A | Stock | 220K | 900 | 0 |
PAYPAL HLDGS INC COM | Stock | 729K | 13K | 0 |
NASDAQ INC COM | Stock | 889K | 15K | 0 |
BIO-TECHNE CORP COM | Stock | 1M | 17K | 0 |
APPLE INC COM | Stock | 12M | 57K | 0 |
DISNEY WALT CO COM | Stock | 390K | 4K | 0 |
CSW INDUSTRIALS INC COM | Stock | 2M | 9K | 0 |