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Kensington AMI
Kensington A.M.I. is a fiduciary Registered Investment Adviser and fee-only advisor based in Burbank-Toluca Lake, California. The firm specializes in...
Overview
Kensington A.M.I. is a fiduciary Registered Investment Adviser and fee-only advisor based in Burbank-Toluca Lake, California. The firm specializes in investment management of financial portfolios, cash and banking management, and financial planning for private holdings clients, business owners, retirement plan investors, and a diverse group of clients. It emphasizes separate account management customized to each client and a conservative, holistic approach.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Burbank
Principals
Benjamin Lupu
founder and Chief Investment Officer
Benjamin Lupu
CFP, Chief Investment Officer
Frequently asked questions
What is known about Kensington AMI's investment portfolio?
Specific portfolio company names have not been disclosed publicly, and the firm maintains no public-facing deal roster or press releases. Its ADV filings indicate a mandate spanning private equity and credit investments, with a geographic focus within North America. The absence of public portfolio disclosures reinforces a low-profile operating model that does not pursue brand-name recognition among institutional limited partners.
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