Knightsbridge Wealth Management

RIASEC Registered

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, individual-owned registered investment adviser that has been SEC-registered since 1998. The firm positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its fee model combines a percentage-of-AUM schedule with the option for performance-based fees, and its advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional portfolio services, and selection of third-party advisers. Knightsbridge also serves in sponsor/GP/managing-member roles for pooled vehicles, indicating the firm both sources external managers and operates its own pooled strategies. The firm does not present itself as an active ESG investor.