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KINGSBRIDGE INVESTMENT PARTNERS LLC

CRD 336502File 801-133732
APPROVED
Custody
Filing as of Mar 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$282.5M
Below cohort median (national)
Discretionary AUM
$282.5M
Clients
8
8 accounts
Employees
5
Below cohort median in NV

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Jun 24, 2025
Principal office
1140 N TOWN CENTER DR., SUITE 265, LAS VEGAS, NV, 89144
Phone
702-947-5160

Assets & accounts

ADV Item 5F
Total regulatory AUM
$282.5M
Discretionary AUM
$282.5M
Non-discretionary AUM
$0
Discretionary accounts
8
Non-discretionary accounts
0
Total accounts
8
AUM per client
$35.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles8$282.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees65decreased by1
Apr 1, 2026Clients78increased by1
Apr 1, 2026AUM$232,523,778$282,532,231increased by$50,008,453
Apr 1, 2026Accounts78increased by1
Dec 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “KINGSBRIDGE INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KINGSBRIDGE INVESTMENT” 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.