$1.1B Total AUM
$1.0B Disc. AUM
31.6% 3Y CAGR
13 Employees
546 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Zenith emberUnison matrix +more
- Established Date
- 07-31-1998
- Office Locations
- 1
Office Locations
450 Newport Center Drive Suite 625 Newport Beach CA
About Knightsbridge Wealth Management
Knightsbridge Wealth Management is an investment-management–rooted RIA providing proactive, tax-sensitive wealth management and financial planning with bespoke portfolios aligned to client goals and legacy needs. It serves retail and institutional relationships, with an ETF-heavy implementation complemented by mutual funds and select alternatives. Assets are custodied with major platforms such as Schwab and Fidelity.
Team overview
38 AVG AGE
$124.3M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
6 yrs AVG TENURE
13 Employees
9 Advisory Reps
9 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Catalyst Insight capital Meridian pioneer Bridge North Unison
Client Personas
Ember vertex
Custodian
Element capital Wave ridge Timber Delta unison Oak Pioneer Eagle pioneer Alpha horizon Quantum Legacy ember Harbor
Investment Themes
Frontier foundation Peak
Investment Vehicles
Radial
Platform
Crest
Services
Value Vital ember Vector prime Peak vertex Glacier catalyst Ridge bridge Peak unison Summit vector Signal optima Horizon capital
Technology
Meridian eagle North element Prime quantum
Owner & Executives
KURT EDWARD BEIMFOHR
Principal
- CRD
- #6050202
- Ownership
- 25% but less than 50%
(692) 822-9953
fusion.insight@optimacapital.com
in linkedin.com/in/summit-catalyst
JOHN GILBERT PRICHARD
Chief Investment Officer, President
- CRD
- #2544336
- Ownership
- 25% but less than 50%
(806) 520-9546
peak.insight@ridgecapital.com
in linkedin.com/in/catalyst-focus
Q
Quantum quantum
Crest glacier
- CRD
- #39212
- Ownership
- 14.0%
(607) 226-2031
insight.crest@northcapital.com
in linkedin.com/in/focus-foundation
Showing 2 of 4 owners & executives
Unlock allContacts
Hailee Jean Brigman
Investment Advisor
- CRD
- #7147912
(507) 605-1278
wave.quantum@optimacapital.com
in linkedin.com/in/wave-element
L
LINDSEY MORGAN GARN
--
- CRD
- #6320385
(844) 403-4663
alpha.summit@foundationcapital.com
in linkedin.com/in/vertex-delta
H
Harbor quantum
Horizon delta
- CRD
- #11214
(904) 663-8484
radial.capital@foundationcapital.com
in linkedin.com/in/alpha-matrix
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,030,039,247 | $826,014 |
| Non-Discretionary | $88,464,534 | $614,337 |
| Total | $1,118,503,781 | $804,100 |
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Separately Managed Accounts
Total SMA Asset: $1,087,278,103
Equity - Exchange:
16.6% Public Funds:
6.0% Private Funds:
16.7% Cash:
9.7% Corporate - Investment Grade:
16.3% Municipal Bonds:
13.2% U.S. Government/Agency:
7.4% Equity - OTC:
14.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,076,887,677 | 16.6% |
| Public Funds | $389,236,510 | 6.0% |
| Private Funds | $1,083,374,952 | 16.7% |
| Cash | $629,265,691 | 9.7% |
| Corporate - Investment Grade | $1,057,425,851 | 16.3% |
| Municipal Bonds | $856,320,321 | 13.2% |
| U.S. Government/Agency | $480,058,362 | 7.4% |
| Equity - OTC | $914,705,797 | 14.1% |
| Total | $6,487,275,161 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX OAK | CATALYST FRONTIER | Q8ATL7TID | ORHSF | 6.99% | $41,137,380 |
| VALUE HORIZON | RIDGE FOCUS | TWWC4P7SP | VUJ | 10.25% | $25,456,082 |
| FOUNDATION INSIGHT CREST | ELEMENT DELTA | CMCBDIZVN | KBMBA | 12.17% | $80,718,931 |
| GLACIER FRONTIER CREST | VALUE ATLAS | 0EQDACTH7 | YGJEZ | 11.96% | $42,576,692 |
| ZENITH OAK VITAL | VITAL QUANTUM | HJFWV6RPP | SBD | 5.28% | $53,970,412 |
| EMBER SIGNAL | HARBOR FRONTIER | P7VU1KMZ4 | DDQH | 10.91% | $49,806,285 |
| VERTEX OPTIMA CAPITAL | CAPITAL MATRIX | 3P2VRTUXZ | FUE | 3.60% | $71,132,478 |
| MATRIX RIDGE MATRIX | BEACON PIONEER | 8CAE74AES | ABT | 11.93% | $109,363,001 |