The KINGSBRIDGE WEALTH MANAGEMENT, INC. is a privately held investment adviser that advises $758.86mn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. KINGSBRIDGE WEALTH MANAGEMENT, INC. is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 168.63% over the last 5-years.
The Group has been registered with the SEC for 13.84 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 1140 N. TOWN CENTER DRIVE SUITE 265, LAS VEGAS, NEVADA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 8 investment and 5 non-investment staff. The total number of Employees increased by 116.67% over the last 5-years.
Their $758.86mn in assets advised are owned by 8 private funds, 0 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $439.23mn or 57.88% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $289.53mn or 38.15% of Total Assets.
The Group's top investment strategies include Early Stage, Multi Strat and Traditional LBO, representing 49.05%, 48.53% and 2.42% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
KINGSBRIDGE WEALTH MANAGEMENT, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.