Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Kingsbridge Wealth Management, Inc.

Kingsbridge Wealth Management, Inc.

Institutional venture firm · probableLas Vegas, NVkingsbridgewm.comSEC registered investment adviserone firm, 3 filing advisers

This firm files as 3 advisers on kingsbridgewm.com: Apax Partners LLP, Apax Partners US, LLC. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.

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

venture manager with no reported fund assets yet (scale unknown)

Importance
20
moderate
Active deployment
0
low
Emerging
0
low
Completeness
50
elevated
Freshness
100
high
Research priority
5
low
Identity and regulatory footprint
Headquarters
Las Vegas, NVadviserinfo.sec.gov
Office address
1140 N. TOWN CENTER DRIVE, SUITE 340, Las Vegas, NV, 89144adviserinfo.sec.gov
Business phone
702-947-5160adviserinfo.sec.gov
Website
HTTP://WWW.KINGSBRIDGEWM.COM
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Oct 15, 2024
Private funds reported
6 (5 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$260Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$453Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
5
Owners on Schedule A
Gina Knox Separately Held Property Trust (Shareholder), B; Knox 2009 Investment Trust, FBO Jessica B. Holzman (Shareholder), A; Knox 2009 Investment Trust, FBO Edward M. Holzman (Shareholder), A; Dunn Family Trust (Owner), D; Hall Family Trust (Shareholder), A
business phone
702-947-5160adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
family office
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported, 2 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Kingsbridge Ventures III, LPFund2016 adv first reportedWound down$984,366
Nov 6, 2020
16unknownunknown
Kingsbridge Ventures II, LPFund2016 adv first reportedWound down$185,000
Mar 18, 2016
15unknownunknown
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
12 current, 0 departed
David James Dunn
Trustee · since Mar 1, 2018
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Donald Edwin Hall
Trustee · since Aug 1, 2019
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Edward Michael Holzman
Trustee · since Dec 1, 2009
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Gina Knox
Trustee · since Apr 1, 2018
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Jessica B. Holzman
Trustee · since Dec 1, 2009
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Kerri Lynn Dunn
Trustee · since Mar 1, 2018
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
David J. Dunn
President
Founder or executive
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Jolene Acosta
Officer Manager/Executive Assistant
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Kerri Dunn
Executive Vice President
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Martin Orton
Senior Vice President
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Martin Tico Orton
Sr. Vice President · since Sep 1, 2012
Vice president
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Michael Immerman
Vice President
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
1 relationships from shared deals, counted for the whole firm
Epsilon Health Investors, LLC 1 shared · one time
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
15 dated events
  1. Sep 12, 2026
    Kingsbridge Wealth Management, Inc.: MICRO_VC -> INSTITUTIONAL_VC (venture manager with no reported fund assets yet (scale unknown))
    Classification changedClassificationInferenceno URL
  2. Mar 29, 2022
    Kingsbridge Spv II first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund)
    Fund first reported on Form ADVFundsFactKingsbridge Spv IISEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Mar 28, 2021
    Kingsbridge Ventures III, LP no longer reported on Form ADV by Kingsbridge Wealth Management, Inc.
    Fund no longer reportedFundsInferenceKingsbridge Ventures III, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Mar 28, 2021
    Kingsbridge Ventures V first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund)
    Fund first reported on Form ADVFundsFactKingsbridge Ventures VSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Aug 1, 2019
    Donald Edwin Hall joined Schedule A of Kingsbridge Wealth Management, Inc. as Trusteee
    Person joinedPeopleFactDonald Edwin HallSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Apr 1, 2018
    Gina Knox joined Schedule A of Kingsbridge Wealth Management, Inc. as Trustee
    Person joinedPeopleFactGina KnoxSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Mar 1, 2018
    Kingsbridge Ventures IV first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund), GAV $3,850,099
    Fund first reported on Form ADVFundsFactKingsbridge Ventures IVSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Mar 1, 2018
    Kingsbridge Ventures Rlf, LP first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund), GAV $1,000,000
    Fund first reported on Form ADVFundsFactKingsbridge Ventures Rlf, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Mar 29, 2017
    Kingsbridge Ventures II, LP no longer reported on Form ADV by Kingsbridge Wealth Management, Inc.
    Fund no longer reportedFundsInferenceKingsbridge Ventures II, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Mar 17, 2016
    Kingsbridge Ventures III, LP first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund), GAV $1,150,000
    Fund first reported on Form ADVFundsFactKingsbridge Ventures III, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Mar 17, 2016
    Kingsbridge Ventures I, LP first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund), GAV $1,600,000
    Fund first reported on Form ADVFundsFactKingsbridge Ventures I, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Mar 17, 2016
    Kingsbridge Ventures II, LP first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund), GAV $185,000
    Fund first reported on Form ADVFundsFactKingsbridge Ventures II, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. Sep 25, 2012
    Kingsbridge Wealth Management, Inc. first filed Form ADV (IA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  14. Dec 1, 2009
    Edward Michael Holzman joined Schedule A of Kingsbridge Wealth Management, Inc. as Trustee
    Person joinedPeopleFactEdward Michael HolzmanSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  15. Dec 1, 2009
    Jessica B. Holzman joined Schedule A of Kingsbridge Wealth Management, Inc. as Trustee
    Person joinedPeopleFactJessica B. HolzmanSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 13, 2026
    Institutional venture firm (probable, 70%, cls-1)
    venture manager with no reported fund assets yet (scale unknown)
  2. Sep 12, 2026
    Micro VC (probable, 80%, cls-1)
    venture manager, reported GAV $46.3M across 6 vehicles
  3. Sep 12, 2026
    Micro VC (probable, 80%, cls-1)
    venture manager, reported GAV $46.3M across 5 vehicles
Evidence
51 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserOct 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-09-25Oct 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-10-15Oct 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds1Oct 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone702-947-5160Oct 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
DescriptionKingsbridge Wealth Management is a premier multi-family office providing tailored investment planning and wealth services for high-net-worth families.
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees5Oct 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersLas Vegas, NVOct 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address1140 N. TOWN CENTER DRIVE, SUITE 340, Las Vegas, NV, 89144Oct 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typefamily_office
“Kingsbridge Wealth Management: A Multi-Family Office”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported6Oct 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$260MOct 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$453MOct 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Team pagehttps://kwm.us.com/team/
“5 name/title pairs read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported5Oct 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.KINGSBRIDGEWM.COM
“re-picked from Schedule D 1.I by name”
Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.KWM.US.COMOct 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Website resolved domainkwm.us.com
“https://kingsbridgewm.com/ redirected to https://kwm.us.com/”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Website resolved domainkwm.us.com
“https://kingsbridgewm.com/ redirected to https://kwm.us.com/”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Website resolved domainkwm.us.com
“https://kingsbridgewm.com/ redirected to https://kwm.us.com/”
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Website statusunreachable
“home page did not answer with HTML”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleKingsbridge Wealth Management: A Multi-Family Office
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)