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.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 333 | $903,333,727 | 80.8% |
| Retirement plans | 18 | $66,393,900 | 5.9% |
| Individuals | 184 | $55,623,567 | 5.0% |
| Corporations & businesses | 9 | $55,538,101 | 5.0% |
| Pooled investment vehicles | 1 | $31,225,678 | 2.8% |
| Charities | Fewer than 5 | $6,388,808 | 0.6% |
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 fundThe 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
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 630NEWPORT 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.