Kensho Capital LLC (Berkeley)
Kensho Capital LLC is a large advisory firm based in Berkeley. It manages $286 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.
Kensho Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Kensho Capital: assets under management
The assets under management (AUM) of Kensho Capital LLC is $286 million. $286 million of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Kensho Capital LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Kensho Capital serves?
The only and largest group of clients of Kensho Capital is pooled investment vehicles with 1 clients and $286 million of assets under management. Among the 9 most similar advisory firms, Kensho Capital has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $286 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.
Kensho Capital doesn't advise any private funds.
Careers at Kensho Capital LLC
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Based in Berkeley
The principal office where Kensho Capital LLC performs its advisory services is located at 921 Ensenada Ave, Berkeley, CA 94707, 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 510-495-1514. The normal business hours are 9-5 on Monday - Friday.
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