Knightsbridge Wealth Management

RIASEC RegisteredEst. 1998

Total AUM

$1.1B

Discretionary

$1B

92% of AUM

Avg account

$804K

Accounts

1,391

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 110347
Registered since: July 31, 1998
Website: www.knightsb.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI80.76%
Pension & Profit Sharing Plans5.94%
Individuals4.97%
Corporations / Businesses4.97%
Pooled Investment Vehicles2.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Knightsbridge Wealth Management is an independent registered investment advisor formed as an LLC and SEC-registered since 1998. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that also advises pooled vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees on certain mandates. Advisory services span financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and manager selection. The firm is active as a sponsor/GP/managing member of pooled investment vehicles, which aligns with its role allocating to third‑party alternative managers. Knightsbridge does not identify as an active ESG investor and is not classified as a multi-state adviser in the provided data.