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VentureFirminstitutional vc · probableregistered_investment_adviser

Kingsbridge Wealth Management, Inc.

Venture Capital

Las Vegas, NV

Kingsbridge Wealth Management is a premier multi-family office providing tailored investment planning and wealth services for high-net-worth families.

This is the graph view. The full profile, with its team, deals and sources, is on Venture Capital.Open the full profile →

Search this name across graphsid dfx:vc:ac747896-4b97-4039-add7-a40552b4d773

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 1:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 15
On other graphs: 2
Observed: Sep 12, 2026 to Sep 17, 2026
51 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

KINGSBRIDGE WEALTH MANAGEMENT, INC.

Registered adviser · shared crd

Real Estate Fundsidentity

Kingsbridge Wealth Management, Inc.

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 2
Vintages: 2016 to 2016
Regulatory AUM: $453M
Funds with fundraising evidence: 0derived
Investments: 0
Portfolio companies: 0
Investments, 12m: 0
Partner-attributed: 0
People: 12
Investment professionals: 4derived
Co-investors: 0derived
LP relationships: 0
Latest ADV filing: Oct 15, 2024
Website: kwm.us.comfirm website, corroborated by Form ADV

Funds

Fund	Vintage	Lifecycle	Form D sold	GAV	LPs
Kingsbridge Ventures II, LP	2016	Wound down	n/a	$185,000	0
Kingsbridge Ventures III, LP	2016	Wound down	n/a	$984,366	0

Co-investors

pairs come only from shared rounds and listings

Investor	Co-investor	Shared deals	Shared companies	Last observed	Strength
Epsilon Health Investors, LLC	Kingsbridge Wealth Management: A Multi-Family Office	1	1	Sep 16, 2026	One time

Relationships

Member of firm (2)

← Apax Partners LLPFirmSame registered website
inferenceForm ADV
← Apax Partners US, LLCFirmSame registered website
inferenceForm ADV

Employs (12)

→ David J. DunnPersonPresident
factThe subject's own site
→ Jolene AcostaPersonOfficer Manager/Executive Assistant
factThe subject's own site
→ Michael ImmermanPersonVice President
factThe subject's own site
→ Kerri DunnPersonExecutive Vice President
factThe subject's own site
→ Martin OrtonPersonSenior Vice President
factThe subject's own site
→ Donald Edwin HallPersonTrustee
Aug 1, 2019 to presentfactForm ADV
→ Gina KnoxPersonTrustee
Apr 1, 2018 to presentfactForm ADV
→ Edward Michael HolzmanPersonTrustee
Dec 1, 2009 to presentfactForm ADV
→ Martin Tico OrtonPersonSr. Vice President
Sep 1, 2012 to presentfactForm ADV
→ Kerri Lynn DunnPersonTrustee
Mar 1, 2018 to presentfactForm ADV
→ David James DunnPersonTrustee
Mar 1, 2018 to presentfactForm ADV
→ Jessica B. HolzmanPersonTrustee
Dec 1, 2009 to presentfactForm ADV

Manages (8)

→ Kingsbridge Ventures BVVC, LPFundInferred from address
inferenceForm D
→ Kingsbridge Ventures I, LPFundVenture Capital Fund
Mar 17, 2016 to presentfactForm ADV
→ Kingsbridge Ventures III, LPFundVenture Capital Fund
Mar 17, 2016 to presentfactForm ADV
→ Kingsbridge Ventures IVFundVenture Capital Fund
Mar 1, 2018 to presentfactForm ADV
→ Kingsbridge Ventures Rlf, LPFundVenture Capital Fund
Mar 1, 2018 to presentfactForm ADV
→ Kingsbridge Ventures VFundVenture Capital Fund
Mar 28, 2021 to presentfactForm ADV
→ Kingsbridge Spv IIFundVenture Capital Fund
Mar 29, 2022 to presentfactForm ADV
→ Kingsbridge Ventures II, LPFundVenture Capital Fund
Mar 17, 2016 to presentfactForm ADV

Owns (5)

← Knox 2009 Investment Trust, FBO Edward M. HolzmanFirmShareholder
Sep 1, 2012 to presentfactForm ADV
← Knox 2009 Investment Trust, FBO Jessica B. HolzmanFirmShareholder
Sep 1, 2012 to presentfactForm ADV
← Dunn Family TrustFirmOwner
Mar 1, 2018 to presentfactForm ADV
← Gina Knox Separately Held Property TrustFirmShareholder
Apr 1, 2018 to presentfactForm ADV
← Hall Family TrustFirmShareholder
Jul 1, 2020 to presentfactForm ADV

Dated events

10 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 1, 2019
Person joined
Donald Edwin Hall joined Schedule A of Kingsbridge Wealth Management, Inc. as Trusteee
Form ADVobserved 7 days ago
Occurred
Apr 1, 2018
Person joined
Gina Knox joined Schedule A of Kingsbridge Wealth Management, Inc. as Trustee
Form ADVobserved 7 days ago
Occurred
Sep 25, 2012
Adviser's first ADV filing
Kingsbridge Wealth Management, Inc. first filed Form ADV (IA)
Form ADVobserved 7 days ago
Occurred
Dec 1, 2009
Person joined
Edward Michael Holzman joined Schedule A of Kingsbridge Wealth Management, Inc. as Trustee
Form ADVobserved 7 days ago
Occurred
Dec 1, 2009
Person joined
Jessica B. Holzman joined Schedule A of Kingsbridge Wealth Management, Inc. as Trustee
Form ADVobserved 7 days ago

Show 10 bookkeeping events

First seen by DFX
Sep 13, 2026
date not stated
Kingsbridge Wealth Management, Inc.: MICRO_VC -> INSTITUTIONAL_VC (venture manager with no reported fund assets yet (scale unknown))
Occurred
Mar 29, 2022
Kingsbridge Spv II first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund)
Occurred
Mar 28, 2021
Kingsbridge Ventures III, LP no longer reported on Form ADV by Kingsbridge Wealth Management, Inc.
Occurred
Mar 28, 2021
Kingsbridge Ventures V first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund)
Occurred
Mar 1, 2018
Kingsbridge Ventures IV first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund), GAV $3,850,099
Occurred
Mar 1, 2018
Kingsbridge Ventures Rlf, LP first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund), GAV $1,000,000
Occurred
Mar 29, 2017
Kingsbridge Ventures II, LP no longer reported on Form ADV by Kingsbridge Wealth Management, Inc.
Occurred
Mar 17, 2016
Kingsbridge Ventures III, LP first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund), GAV $1,150,000
Occurred
Mar 17, 2016
Kingsbridge Ventures I, LP first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund), GAV $1,600,000
Occurred
Mar 17, 2016
Kingsbridge Ventures II, LP first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund), GAV $185,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 2 websites (Form ADV) · as of 2026-09-12

Also named here, with no published line of their own (reach them through the firm): David J. Dunn (President), Jolene Acosta (Officer Manager/Executive Assistant), Michael Immerman (Vice President), Kerri Dunn (Executive Vice President), Martin Orton (Senior Vice President), Donald Edwin Hall (Trustee), Gina Knox (Trustee), Edward Michael Holzman (Trustee), Martin Tico Orton (Sr. Vice President), Kerri Lynn Dunn (Trustee), David James Dunn (Trustee), Jessica B. Holzman (Trustee).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Venture Capital
Canonical id: dfx:vc:ac747896-4b97-4039-add7-a40552b4d773
First observed: Sep 12, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Kingsbridge Wealth Management, Inc.

Venture Capital

Las Vegas, NV

Kingsbridge Wealth Management is a premier multi-family office providing tailored investment planning and wealth services for high-net-worth families.

This is the graph view. The full profile, with its team, deals and sources, is on Venture Capital.Open the full profile →

Search this name across graphsid dfx:vc:ac747896-4b97-4039-add7-a40552b4d773

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 1:40 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

Form D sold

GAV

LPs

Kingsbridge Ventures II, LP

2016

Wound down

n/a

$185,000

Kingsbridge Ventures III, LP

2016

Wound down

n/a

$984,366

Investor

Co-investor

Shared deals

Shared companies

Last observed

Strength

Epsilon Health Investors, LLC

Kingsbridge Wealth Management: A Multi-Family Office

Sep 16, 2026

One time