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| Kingsbridge Wealth Management Inc
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|---|---|
| CRD # | 165560 |
| SEC # | 801-77197 |
| CIK # | |
| AUM | 469.3 M (2026-03-10) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 702-947-5160 |
| Address | 1140 N Town Center Drive Las Vegas, NV 89144 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Kingsbridge Ventures III LP | 2016-03-17 | 1.0 M | |
| VC | Kingsbridge Ventures II LP | 2016-03-17 | 0.2 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.6 |
| (b) Individuals (high net worth individuals) | 45 | 439.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 29.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 52 | 469.3 |
| By Discretionary | ||
| Discretionary | 52 | 469.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 52 | 469.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 469.3 | |
| Total | 52 | 469.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Real Estate |
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|---|---|---|
|
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|
Sage Capital Management LLC
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Essex Private Wealth Management LLC
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|
Mountain Lake Investment Management LLC
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