# KingsBridge Wealth Management

KingsBridge Wealth Management is a Multi Family Office based in Las Vegas, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Las Vegas, United States
- **Region:** North America
- **Founded:** 2012
- **Assets under management:** 489 (Altss estimate)
- **Website:** kwm.us.com
- **LinkedIn:** https://www.linkedin.com/company/kingsbridge-wealth-management-inc-

## Regulatory record

- **CRD number:** 165560
- **SEC file number:** 801-77197
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165560

## About

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.

## Sectors

- GovTech & CivicTech
- Robotics & Automation
- Energy Transition & Renewables
- ClimateTech & CleanTech
- Industrial & Manufacturing Tech

## People

- 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

## 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.

### 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.

## Related profiles

- [Finpiemonte](https://altss.com/profile/finpiemonte)
- [Orkila Management](https://altss.com/profile/orkila-management-llc)

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Last updated: 2026-07-06T01:24:19.667Z

Canonical page: https://altss.com/profile/kingsbridge-wealth-management

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