Bruce P. Delaurentis

KENSINGTON ASSET MANAGEMENT

Austin, TX 78746

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CRD#: 844424

Professional summary

Bruce Pasquale Delaurentis is a registered financial advisor currently at KENSINGTON ASSET MANAGEMENT, LLC located in Austin, Texas.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Bruce has worked at 6 firms and has passed the Series 65, Series 63, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

?Name of the other business: Kensington Analytics LLC ?Is the business is investment-related: Yes, but it doesn't require registration with a regulatory authority. ?Address of the other business: 1060 Avenida Ashford, PH1, San Juan, PR 00907 ?Nature of the other business: It provides non-specific model driven signals to buy or sell a particular asset class to other RIAs. The RIA decides how to implement the signals in terms of security and execution and pays a licensing fee to KA. ?Your position, title, and relationship with the other business: Principal, sole owner ?Start date of your relationship : October 22, 2014 ?The approximate number of hours per month you devote to the other business: 100 hrs ?The number of hours you devote to the other business during securities trading hours: 50 hrs ?Duties relating to the other business: Most of my time is spent developing investment models that will be candidates for future products for Kensington Asset Management, LLC. I also spend maybe 10 hrs/mo servicing my RIA licensing clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Pasquale Delaurentis's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 18, 2024 - Present

KENSINGTON ASSET MANAGEMENT, LLC

Office #1: 901 S. Mopac Expy Suite 225, Austin, TX 78746

RIA

CRD#: 309780

Austin, TX

Past

August 14, 2020 - December 31, 2023

KENSINGTON ASSET MANAGEMENT, LLC

RIA

CRD#: 309780

AUSTIN, TX

Past

January 12, 2018 - October 5, 2021

ADVISORS PREFERRED LLC

RIA

CRD#: 157980

SAN JUAN, PR

Past

November 17, 2016 - March 26, 2018

WHITETIP CAPITAL LLC

RIA

CRD#: 168266

San Juan, PR

Past

March 7, 2016 - March 27, 2020

ATCAP PARTNERS, LLC

RIA

CRD#: 158214

ROCKVILLE, MD

Past

April 10, 2013 - February 5, 2016

REDWOOD INVESTMENT MANAGEMENT, LLC.

RIA

CRD#: 153139

SAN JUAN, PR

Past

July 24, 1995 - December 31, 1996

BROADPOINT DESCAP

CRD#: 14997

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KENSINGTON ASSET MANAGEMENT, LLC

KENSINGTON ANALYTICS LLC | KENSINGTON MANAGEMENT, LLC | KENSINGTON ASSET MANAGEMENT, LLC

CRD#: 309780 / SEC#: 801-119080

RIA

Registered Investment Advisory firm - (8/14/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/29/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/17/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/15/1994

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 10/15/1977

General Securities Representative Examination

Current Firm

KENSINGTON ASSET MANAGEMENT, LLC

KENSINGTON ANALYTICS LLC | KENSINGTON MANAGEMENT, LLC | KENSINGTON ASSET MANAGEMENT, LLC

CRD#: 309780 / SEC#: 801-119080

RIA

Registered Investment Advisory firm - (8/14/2020 Approved)

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Contact information

Main Address

901 S. Mopac Expy Suite 225, Austin, TX 78746

Mailing Address

Phone number

(877) 891-1222

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 1,898,190,013

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Bruce P. Delaurentis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Pasquale Delaurentis's CRS (Customer Relationship Summary).

Certified licenses

Experience

KENSINGTON ASSET MANAGEMENT, LLC

ADVISORS PREFERRED LLC

WHITETIP CAPITAL LLC

ATCAP PARTNERS, LLC

REDWOOD INVESTMENT MANAGEMENT, LLC.

BROADPOINT DESCAP

Primary Firm SEC Registration

KENSINGTON ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/29/2013

Series 63

Date: 2/17/1994

Series 6

Date: 3/15/1994

Series 7

Date: 10/15/1977

Current Firm

KENSINGTON ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

KENSINGTON ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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