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Knightsbridge Advisors, Inc.

Knightsbridge Advisors, Inc.. CRD 117334

Knightsbridge Advisors, Inc. logo

CRD: 117334

Knightsbridge Advisors, Inc.

Scituate, MA
7815454558
$89.5M Total AUM
$89.5M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Morgan Stanley
Clients
Retail
Platforms
--
Established Date
02-14-2003
Office Locations
1

Office Locations

-- Scituate MA

About Knightsbridge Advisors, Inc.

Knightsbridge Advisers is a venture capital firm helping institutional and individual investors access the innovation economy through primary commitments to early-stage venture funds and secondary investments in high-growth private technology companies. The team cites decades of experience in venture and private equity, and provides a secure investor portal for sharing and downloading documents.

Team overview

60 AVG AGE
$89.5M AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
21.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

Glacier Catalyst Wave Element element Delta

Client Personas

Pioneer

Custodian

Quantum Ridge Insight vector

Investment Themes

Fusion Focus Focus

Investment Vehicles

Beacon

Services

Foundation crest Insight vertex Delta atlas Peak

Owner & Executives

C

CHRISTOPHER LEWIS KNIGHT

Chief Compliance Officer, President

CRD
#4476603
Ownership
75% or more
(781) 702-3270
capital.north@beaconcapital.com
in linkedin.com/in/harbor-pioneer

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-02-2011
04-23-2012
Category Assets AVG. Account size
Discretionary $89,452,650 $3,077,898
Non-Discretionary $0 --
Total $89,452,650 $3,077,898

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Separately Managed Accounts

Total SMA Asset: $89,452,650

$89.5M Total SMA
Equity - Exchange:
14.6%
Corporate - Investment Grade:
13.4%
U.S. Government/Agency:
15.8%
Cash:
19.7%
Other:
11.9%
Municipal Bonds:
24.6%
Asset class Assets Assets %
Equity - Exchange $1,078,764,416 14.6%
Corporate - Investment Grade $990,098,847 13.4%
U.S. Government/Agency $1,167,429,984 15.8%
Cash $1,455,593,081 19.7%
Other $879,266,887 11.9%
Municipal Bonds $1,817,644,152 24.6%
Total $7,388,797,367 100.0%

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