Kingsbridge Wealth Management, Inc.

Overview

Kingsbridge Wealth Management, Inc. is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm charges fees tied to assets under management (plus other fee arrangements) and serves as an adviser and sponsor or general partner/managing member of pooled investment vehicles. Kingsbridge does not present itself as an active ESG investor and operates with a concentrated client base rather than a mass-market retail platform. The firm’s allocation focus includes private funds and venture capital strategies alongside more traditional mutual fund holdings. Its activities show both direct portfolio management for clients and an organizational role in running pooled vehicles, indicating an emphasis on customizing private-market exposure for client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices