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Patrick Andrew Sommerstad

Investment adviser representative at Kensington Asset Management, LLC
13 yearsExperience
1 stateRegistered in
$2.6BFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Kensington Asset Management, LLCOct 2020 to now
  2. Fox Chase Capital Partners, LLCFeb 2021 to Jun 2021
  3. Ascendant Alternative StrategiesJan 2018 to Feb 2021
  4. Cargill IncMay 2008 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (TX).

Kensington Asset Management, LLC

$2.6BAssets managed
21Clients
7Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6897549
Firm CRD
309780
Advisor's SEC record (opens in a new tab)
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