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Kensho Capital
Kensho Capital registered with the SEC in 2012 and established its practice in Berkeley, California. The firm provides wealth management advisory services...
Kensho Capital
Kensho Capital registered with the SEC in 2012 and established its practice in Berkeley, California. The firm provides wealth management advisory services structured as non-discretionary engagements, meaning clients retain final authority over investment decisions. Its disclosed client base includes institutional investors, family offices, and high-net-worth individuals. The firm's regulatory filings confirm its status as a registered investment advisor operating without custody of client assets. The advisory framework spans portfolio management, financial planning, and investment consulting. Kensho does not publicly market pooled investment vehicles or proprietary fund products. Its RIA disclosure documents describe a fee-based model charging asset-under-management percentages and fixed retainer fees depending on client complexity. The firm maintains a limited institutional footprint with no publicly known co-investment programs, SPV structures, or fund-of-funds relationships. Team size and total advisory assets remain undisclosed. No additional office locations, philanthropic vehicles, or adjacent operating entities are noted in public record. The firm has not publicized fund closures, key hires, or strategic pivots in the last 24 months. Kensho's ADV filings confirm the firm operates from a single Berkeley location with no reported disciplinary events. Kensho's defining structural feature is the non-discretionary advisory posture — clients approve each transaction, which differentiates the firm from the commingled-vehicle model dominant among Bay Area wealth managers. This architecture appeals to family offices and institutions requiring direct oversight of every capital allocation decision without delegating trading authority.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Berkeley
Corporate office
Berkeley, CA, United States
Frequently asked questions
Does Kensho Capital manage discretionary portfolios or pooled funds?
Kensho operates on a non-discretionary basis per its SEC registration. Clients retain final decision-making authority over all investment transactions. The firm does not publicly offer pooled investment vehicles, proprietary funds, or commingled structures. Advisors provide recommendations that clients must approve before execution.
Who are Kensho Capital's typical clients?
The firm's regulatory disclosures list institutional investors, family offices, and high-net-worth individuals as client categories. Kensho does not publicly name specific client relationships. Non-discretionary mandates typically attract clients who prefer direct control over their capital rather than delegating full trading authority.
What services does Kensho Capital provide?
Kensho offers portfolio management, financial planning, and investment consulting services. The advisory model charges fees based on assets under management and fixed retainer arrangements depending on client complexity. The firm does not custody client assets directly.
Where is Kensho Capital located and when was it founded?
Kensho Capital was founded in 2012 and operates from a single office in Berkeley, California. No additional office locations are listed in public filings. The firm has maintained this Berkeley base since inception without geographic expansion.
Is Kensho Capital related to Kensho Technologies or any other financial entity?
Kensho Capital is a separate entity from Kensho Technologies, the analytics firm acquired by S&P Global in 2018. No affiliation between the two entities exists in public record. The name similarity is coincidental and reflects separate corporate lineages.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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