Data / Investment advisers / California / Knightsbridge Wealth Management
Knightsbridge Wealth Management, Newport Beach, CA: $1.1 billion AUM, SEC registered investment adviser
Knightsbridge Wealth Management is an SEC registered investment adviser with its main office in Newport Beach, California and reports $1.1 billion in regulatory assets under management in its Form ADV filed September 28, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 110347
- SEC file number
- 801-55731
- SEC status
- Approved, effective July 31, 1998
- Legal name
- Knightsbridge Asset Management LLC
- Main office
- 450 Newport Center Dr Suite 630, Newport Beach, CA 92660
- Phone
- (949) 644-4444
- Website
- knightsb.com
- Regulatory AUM
- $1,118,503,781 in the Form ADV filed September 28, 2026
- Discretionary AUM
- $1,030,039,247
- Non discretionary AUM
- $88,464,534
- Accounts
- 1,391
- Employees
- 19, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $30,815,950
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 333 | $903.3 million |
| Pension and profit sharing plans | 18 | $66.4 million |
| Individuals (other than high net worth individuals) | 184 | $55.6 million |
| Corporations or other businesses | 9 | $55.5 million |
| Pooled investment vehicles | 1 | $31.2 million |
| Charitable organizations | 1 | $6.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.12 billion | March 31, 2026 |
| December 1, 2025 | $833.5 million | March 28, 2025 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pence Capital Management, LLC | Newport Beach | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Caprock Partners Management, Inc. | Newport Beach | $1.52 billion | 13 | adviserinfo.sec.gov |
| Compak Asset Management | Newport Beach | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Shorecliff Asset Management Company LLC | Newport Beach | $1.41 billion | 3 | adviserinfo.sec.gov |
| Affinity Investment Advisors, LLC | Newport Beach | $1.16 billion | Not listed | adviserinfo.sec.gov |
| Spinnaker Investment Group, LLC | Newport Beach | $1.07 billion | Not listed | adviserinfo.sec.gov |
| Tarbox Family Office, Inc. | Newport Beach | $953.7 million | Not listed | adviserinfo.sec.gov |
| Longtail Alpha, LLC | Newport Beach | $822.4 million | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Knightsbridge Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.