Kingsbridge Investment Partners LLC

RIASEC RegisteredEst. 2025
Total AUM
$283M
Discretionary
$283M
100% of AUM
Avg account
$35.3M
Accounts
8
Employees
5
Advisory reps
3

Firm details

Headquarters
Las Vegas, Nevada
CRD number
336502
Registered since
June 24, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kingsbridge Investment Partners LLC is a manager focused on pooled investment vehicles for institutional clients, with a strategy centered on private markets. The firm organizes capital across venture capital, real estate and private equity formats, and positions itself as an active manager of closed-end and pooled structures rather than as a traditional discretionary wealth manager for retail households. Its business model relies on percentage-of-assets fees combined with performance-based fee arrangements tied to fund results. Investment activity is concentrated in early-stage and growth-oriented venture strategies alongside direct and fund-level real estate exposure. The firm is not a stated active ESG investor and does not list pension consulting or related-adviser activities among its core services. Kingsbridge Investment Partners LLC acts as sponsor, general partner or managing member for the pooled vehicles it advises, emphasizing manager selection and fund-level portfolio construction within alternatives.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • David Dunn

    David Dunn

    President & FounderCRD 2514757

  • Kerri Dunn

    Kerri Dunn

    Executive Vice PresidentCRD 5516468

  • Martin Orton

    Martin Orton

    Senior Vice President, OperationsCRD 2785924

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Las Vegas, NV

Clark

Location

Las Vegas, NV

Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
Clark
Address
1140 N Town Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth