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KNIGHTSBRIDGE WEALTH MANAGEMENT
Legal name: KNIGHTSBRIDGE ASSET MANAGEMENT LLC
CRD 110347File 801-55731
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.12B
Above cohort median (national)
Discretionary AUM
$1.03B
Non-discretionary $88.5M
Clients
546
1,391 accounts
Employees
13
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.