Investment adviser · CRD 165560
KINGSBRIDGE WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
LAS VEGAS, NV, United States · Form ADV filed Mar 10, 2026
- Regulatory AUM
- $469M Form ADV · Item 5.F
- Client accounts
- 52 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 45 | $439,226,902 | 93.6% |
| Charities | Fewer than 5 | $29,454,023 | 6.3% |
| Individuals | 5 | $642,110 | 0.1% |
Filing source
Form ADV 2050962 · Mar 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
9 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
KINGSBRIDGE ALTERNATIVE STRATEGIES FUND, LPReal Estate Fund · Last reported May 16, 2025$204MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WITHUMSMITH+BROWN, PC
PCAOB 100
Fund details & source
- Fund ID
- 805-6262166432
- Reported beneficial owners
- 70
- Minimum commitment
- $1M
- Form D file number
- 021-1445436
Form ADV 1990248 · May 16, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KINGSBRIDGE VENTURES RLF, LPVenture Capital Fund · Last reported May 16, 2025$37.6MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MERRILL LYNCH VENTURE SERVICES
LEI 13-5674085
Fund details & source
- Fund ID
- 805-3142911102
- Reported beneficial owners
- 9
- Minimum commitment
- $250K
- Form D file number
- 021-358294
Form ADV 1990248 · May 16, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KINGSBRIDGE VENTURES IV LPVenture Capital Fund · Last reported May 16, 2025$14MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MERRILL LYNCH VENTURE SERVICES GROUP
LEI 13-5674085
Fund details & source
- Fund ID
- 805-2300422993
- Reported beneficial owners
- 13
- Minimum commitment
- $100K
- Form D file number
- 021-358292
Form ADV 1990248 · May 16, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KINGSBRIDGE VENTURES I, LPVenture Capital Fund · Last reported May 16, 2025$8.75MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-3942222935
- Reported beneficial owners
- 15
- Minimum commitment
- $100K
Form ADV 1990248 · May 16, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KINGSBRIDGE VENTURES V LPVenture Capital Fund · Last reported May 16, 2025$4.32MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MERRILL LYNCH VENTURE SERVICES GROUP
LEI 13-5674085
Fund details & source
- Fund ID
- 805-9658588597
- Reported beneficial owners
- 15
- Minimum commitment
- $100K
- Form D file number
- 021-38586
Form ADV 1990248 · May 16, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KINGSBRIDGE SPV IIVenture Capital Fund · Last reported May 16, 2025$4.1MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-3443742316
- Reported beneficial owners
- 12
- Minimum commitment
- $100K
- Form D file number
- 021-452256
Form ADV 1990248 · May 16, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KINGSBRIDGE VENTURES BVVC, LPVenture Capital Fund · Last reported May 16, 2025$1.4MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-3863827575
- Reported beneficial owners
- 6
- Minimum commitment
- $100K
- Form D file number
- 021-537089
Form ADV 1990248 · May 16, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
1140 N. TOWN CENTER DRIVE, SUITE 265LAS VEGAS, NV, 89144, United States
CRD 165560
Filing source
Form ADV 2050962 · Mar 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.