Investment adviser · CRD 110347

KNIGHTSBRIDGE WEALTH MANAGEMENT

Investment adviser filing (IA)

KNIGHTSBRIDGE ASSET MANAGEMENT LLC

NEWPORT BEACH, CA, United States · Form ADV filed Sep 28, 2026

Regulatory AUM
$1.12B
Form ADV · Item 5.F
Client accounts
1,391
Accounts, not individual clients
Employees
19
Reported in this filing
Advisory professionals
10
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals333$903,333,72780.8%
Retirement plans18$66,393,9005.9%
Individuals184$55,623,5675.0%
Corporations & businesses9$55,538,1015.0%
Pooled investment vehicles1$31,225,6782.8%
CharitiesFewer than 5$6,388,8080.6%
Filing source

Form ADV 2134990 · Sep 28, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

KWM ASYMMETRIC OPPORTUNITIES FUND, LPHedge Fund · Last reported Sep 28, 2026$30.8MGross asset value

Form D fundraising filings

KWM ASYMMETRIC OPPORTUNITIES FUND, LP

Fund administrator NVA CONSULTING, INC. DBA NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY & CO., LLP ENGELWOOD, Colorado, United States
Custodian AXOS BANK SAN DIEGO, California, United States Related to adviser: No
Custodian WESTERN CLIMATE INITIATIVE, INC. SACRAMENTO, California, United States Related to adviser: No
Marketer MITCHELL LITTLE RANCHO SANTA FE, California, United States Related to adviser: No
Prime broker MAREX CAPITAL MARKETS INC. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RICHEY MAY & CO., LLP
PCAOB 673

AXOS BANK
LEI 2549009X2AG1P20YAJ63

MAREX CAPITAL MARKETS INC.
CRD 161014 · SEC 8-69039

Fund details & source
Fund ID
805-6952151007
Reported beneficial owners
86
Minimum commitment
$250K
Form D file number
021-492607

Form ADV 2134990 · Sep 28, 2026 · 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: Sep 28, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

450 NEWPORT CENTER DR, SUITE 630
NEWPORT BEACH, CA, 92660, United States

CRD 110347

Filing source

Form ADV 2134990 · Sep 28, 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.