Updated:
KingsBridge Wealth Management
KingsBridge Wealth Management was established in 2008 by David Dunn. The firm grew from advisory work for several entrepreneurial families. It provides...
KingsBridge Wealth Management
KingsBridge Wealth Management was established in 2008 by David Dunn. The firm grew from advisory work for several entrepreneurial families. It provides integrated investment, tax, estate, and philanthropic services. The firm allocates across private credit, real estate, private equity, and venture capital. It executes direct co-investments and SPVs. Confirmed holdings include Point and Quantm.One. It participated in a 2016 venture round for Digital Currency Group. Activity centers on North America with additional exposure through venture and credit strategies. The firm reports approximately 489 million USD under management. It maintains a wholly-owned subsidiary, Kingsbridge Investment Partners LLC, for private fund management. David Dunn serves on the board of Roseman University of Health Sciences. In September 2025 the firm spoke at SuperReturn US West on private wealth strategy. KingsBridge operates a dedicated home equity investment program through a 3(c)5 fund structure. This vehicle generates cash flows outside traditional equity and credit markets. The approach separates the multi-family office mandate from its alternative strategies subsidiary.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
North America
Country
United States
City
Las Vegas
Principals
David J. Dunn
Founder, President and Chief Investment Officer
Kerri Dunn
Executive Vice President and Chief Operating Officer
Martin Orton
Senior Vice President and Director of Operations
Sector focus
Frequently asked questions
Who runs investment decisions at KingsBridge Wealth Management?
David J. Dunn serves as President and Chief Investment Officer. Kerri Dunn holds the role of Executive Vice President and Chief Operating Officer. Martin Orton acts as Senior Vice President and Director of Operations.
Does KingsBridge Wealth Management participate in fund commitments or only direct deals?
The firm executes both fund commitments and direct co-investments. It maintains confirmed positions through SPVs and limited partner commitments in venture and private equity.
What asset classes does KingsBridge Wealth Management target?
Confirmed allocations include private credit, real estate, private equity, and venture capital. The firm also holds a portfolio of home equity investment contracts.
Where does the underlying wealth come from at KingsBridge Wealth Management?
The client families derive wealth primarily from real estate, alternative credit, and venture capital. The firm does not disclose specific family names or branches.
How is KingsBridge Wealth Management structured relative to its alternative strategies vehicle?
Kingsbridge Investment Partners LLC operates as a wholly-owned subsidiary that manages private funds. The multi-family office sits above this entity and provides integrated advisory services.
Does KingsBridge Wealth Management maintain philanthropic structures?
David Dunn serves on the board of Roseman University of Health Sciences. The university relationship constitutes the primary disclosed philanthropic connection.
What investment stages does KingsBridge Wealth Management target in venture?
The firm targets venture capital with confirmed activity at early and late stages. It has participated in later-stage rounds such as the 2016 Digital Currency Group financing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: