Kingsbridge Wealth Management, Inc.
Kingsbridge Wealth Management is a premier multi-family office providing tailored investment planning and wealth services for high-net-worth families.
In the firm's own words, from its website.
7 additional team members, 2 additional co-investors and affiliates, 10 events, 1 verified contact (1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 180 days.
People to know
View all people- Executive Vice PresidentWhy: Runs the firm (chief executive or president)No route on file yet
- Sr. Vice PresidentWhy: Runs the firm (chief executive or president)No route on file yet
- Vice PresidentWhy: Runs the firm (chief executive or president)No route on file yet
Relationship network
13 connected entities
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Kingsbridge Wealth Management, Inc.: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Kingsbridge Wealth Management, Inc.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
2 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.Stated thesis versus observed behaviour
- 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
Team
27 current, 14 departed
Decision makers
- Kerri Dunn · Executive Vice PresidentWhy this person: Runs the firm (chief executive or president); Named with investment responsibility
- Martin Tico Orton · Sr. Vice PresidentWhy this person: Runs the firm (chief executive or president); Named with investment responsibility
- Michael Immerman · Vice PresidentWhy this person: Runs the firm (chief executive or president); Named with investment responsibility
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Executive Vice President
- Sr. Vice President
- Vice President
Contacts
1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
0 vehicles, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV 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.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Kingsbridge Ventures III, LP | Fund | 2016 adv first reported | Wound down | $984,366 Nov 6, 2020 | 16 | unknown | unknown |
| Kingsbridge Ventures II, LP | Fund | 2016 adv first reported | Wound down | $185,000 Mar 18, 2016 | 15 | unknown | unknown |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
2 co-investors · on 2 other DFX graphs
Co-investors
- 2026-09-161 shared deal · one time
- 2010-05-251 shared deal · one time
Compare portfolios with Epsilon Health Investors, LLC, Camden Partners Growth Equity or any firm. Co-investors across the market
Across DFX and the capital chainon 2 other DFX graphs ShowHide
- The same institution is held on Real Estate Funds, RIA and Wealth, matched by identifier. See which records
Kingsbridge Wealth Management, Inc. is the same institution as 2 records in Real Estate Funds and RIA and Wealth.
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Evidence and history
15 dated events, 51 observations from 2 sources
Timeline
- seen on or beforeSep 12, 2026Kingsbridge Wealth Management, Inc.: MICRO_VC -> INSTITUTIONAL_VC (venture manager with no reported fund assets yet (scale unknown))Classification changedClassificationInference
- Mar 29, 2022Kingsbridge Spv II first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund)
- Mar 28, 2021Kingsbridge Ventures III, LP no longer reported on Form ADV by Kingsbridge Wealth Management, Inc.
- Mar 28, 2021Kingsbridge Ventures V first reported on Form ADV by Kingsbridge Wealth Management, Inc. (Venture Capital Fund)
- Aug 1, 2019Donald Edwin Hall joined Schedule A of Kingsbridge Wealth Management, Inc. as Trusteee
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Oct 15, 2024 · 6 private fundsShowHide
- Headquarters
- Las Vegas, NVadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- 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, adviser total
- $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), owns 10% to 25%; Knox 2009 Investment Trust, FBO Jessica B. Holzman (Shareholder), owns 5% to 10%; Knox 2009 Investment Trust, FBO Edward M. Holzman (Shareholder), owns 5% to 10%
Classification history
Classification history
Every classification this record has carried3 on recordShowHide
- Sep 13, 2026Institutional venture firm (probable, 70%)Venture manager with no reported fund assets yet (scale unknown)
- Sep 12, 2026Micro VC (probable, 80%)Venture manager, reported GAV $46.3M across 6 vehicles
- Sep 12, 2026Micro VC (probable, 80%)Venture manager, reported GAV $46.3M across 5 vehicles
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| SEC adviser type | Registered investment adviser | Oct 15, 2024 | Fact | Form ADV |
| First Form ADV filing | 2012-09-25 | Oct 15, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-10-15 | Oct 15, 2024 | Fact | Form ADV |
| Venture share of reported funds | 1 | Oct 15, 2024 | Fact | Form ADV |
| Business phone | Oct 15, 2024 | Fact | Form ADV | |
| Description | Sep 16, 2026 | Fact | ||
| Employees | 5 | Oct 15, 2024 | Fact | Form ADV |
| Headquarters | Las Vegas, NV | Oct 15, 2024 | Fact | Form ADV |
| Office address | Oct 15, 2024 | Fact | Form ADV | |
| Self-described type | Family office | Sep 16, 2026 | Fact | |
| Private funds reported | 6 | Oct 15, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $260M | Oct 15, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $453M | Oct 15, 2024 | Fact | Form ADV |
| Team page | Sep 16, 2026 | Fact | ||
| Venture funds reported | 5 | Oct 15, 2024 | Fact | Form ADV |
| Website | Sep 12, 2026 | Fact | Form ADV | |
| Website | Oct 15, 2024 | Fact | Form ADV | |
| Website resolved domain | Sep 16, 2026 | Fact | ||
| Website resolved domain | Sep 15, 2026 | Fact | ||
| Website resolved domain | Sep 14, 2026 | Fact | ||
| Website status | unreachable “home page did not answer with HTML” | Sep 16, 2026 | Fact | |
| Site title | Sep 16, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersInstitutional venture firm, probable · 3 filing advisers share this firmShowHide
Venture manager with no reported fund assets yet (scale unknown)
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.
- importance
- gav: 0.43 · funds: 0.17 · people: 0.16 · investments: 0 · co investors: 0.12
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
- emerging manager
- fund count: 2 · reported gav: $260M · first adv filing: 2012-09-25 · years since first filing: 14
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Organization classification changed2026-09-12
- Adviser's first ADV filing2012-09-25source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.