← Directory
KNIGHTSBRIDGE WEALTH MANAGEMENT
Legal name: KNIGHTSBRIDGE ASSET MANAGEMENT LLC
CRD 110347File 801-55731
APPROVED
Retail clients
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.12B
Above cohort median (national)
Discretionary AUM
$1.03B
Non-discretionary $88.5M
Clients
546
1,391 accounts
Employees
19
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 31, 1998
- Principal office
- 450 NEWPORT CENTER DR, SUITE 630, NEWPORT BEACH, CA, 92660
- Phone
- 949-644-4444
- Website
- HTTP://WWW.KNIGHTSB.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.12B
- Discretionary AUM
- $1.03B
- Non-discretionary AUM
- $88.5M
- Discretionary accounts
- 1,247
- Non-discretionary accounts
- 144
- Total accounts
- 1,391
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $55.5M |
| Charitable organizations | Fewer than 5 | $6.4M |
| High net worth individuals | 333 | $903.3M |
| Pooled investment vehicles | 1 | $31.2M |
| Pension and profit sharing plans | 18 | $66.4M |
| Individuals (other than high net worth individuals) | 184 | $55.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 508 | 546 | increased by38 |
| Apr 1, 2026 | AUM | $833,486,922 | $1,118,503,781 | increased by$285,016,859 |
| Apr 1, 2026 | Accounts | 1,386 | 1,391 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 13 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 408 | 508 | increased by100 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $534,943,652 | $833,486,922 | increased by$298,543,270 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 851 | 1,386 | increased by535 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 335 | 408 | increased by73 |
| Apr 1, 2022 | AUM | $446,714,916 | $534,943,652 | increased by$88,228,736 |
| Apr 1, 2022 | Accounts | 748 | 851 | increased by103 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KNIGHTSBRIDGE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KNIGHTSBRIDGE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.