Knightsbridge Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, and retirement plan services. Financial planning was provided to 26–50 clients last fiscal year. The firm advises 1 private fund.
Knightsbridge Asset Management reports 546 clients. They include 333 high-net-worth individuals, 184 individual clients, and 18 pension and profit-sharing plans. Of its assets, 92.1% ($1.03B across 1,247 accounts) are managed with discretion; $88.5M across 144 accounts are not. A wrap fee program the firm both sponsors and manages holds $106M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 34% | 5% |
| High-net-worth individuals | 61% | 81% |
| Pooled investment vehicles | <1% | 3% |
| Pension and profit-sharing plans | 3% | 6% |
| Charitable organizations | <1% | <1% |
| Other client typesCorporations and other businesses | 2% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 184 | $55.6M | 5.0% | $302K |
| High-net-worth individuals | 333 | $903M | 80.8% | $2.71M |
| Pooled investment vehicles | 1 | $31.2M | 2.8% | $31.2M |
| Pension and profit-sharing plans | 18 | $66.4M | 5.9% | $3.69M |
| Charitable organizations | Fewer than 5 | $6.39M | 0.6% | $6.39M |
| Corporations and other businesses | 9 | $55.5M | 5.0% | $6.17M |
| Total | 546 | $1.12B | 100% | — |
- Clients
- 184
- Regulatory AUM
- $55.6M
- AUM share
- 5.0%
- Avg. per client
- $302K
- Clients
- 333
- Regulatory AUM
- $903M
- AUM share
- 80.8%
- Avg. per client
- $2.71M
- Clients
- 1
- Regulatory AUM
- $31.2M
- AUM share
- 2.8%
- Avg. per client
- $31.2M
- Clients
- 18
- Regulatory AUM
- $66.4M
- AUM share
- 5.9%
- Avg. per client
- $3.69M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.39M
- AUM share
- 0.6%
- Avg. per client
- $6.39M
- Clients
- 9
- Regulatory AUM
- $55.5M
- AUM share
- 5.0%
- Avg. per client
- $6.17M
Total
- Clients
- 546
- Regulatory AUM
- $1.12B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 26–50
Knightsbridge Asset Management charges up to 1.50% a year for its Investment Advisory Services. The fee is billed in advance or in arrears and is negotiable.
Fee details and sources
John Prichard owns 25% to 50% of Knightsbridge Asset Management. The leadership team of Knightsbridge Asset Management includes President John Prichard and Chief Operating Officer Teresa Wagner. It has 19 employees, 10 of them in advisory roles.
Leadership
- John PrichardPresident & Chief Investment Officer
- Teresa WagnerChief Operating Officer & Chief Compliance Officer
- Kurt BeimfohrPrincipal
- Miles YourmanPrincipal, Portfolio Manager
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
- Kurt Edward Beimfohr
- Hailee Jean Brigman
- Lindsey Morgan Garn
- James Robert Garrison
- Geoffrey Hauck
- Joshua David Meier
- John Gilbert Prichard
- Jeffrey Vieth
- Teresa Ann Wagner
- Miles Ellis Yourman
Staff
- 19 employees
- 10 in advisory functions
- 10 state-registered reps
- 7 soliciting firms
- Owns 25% to 50% of Knightsbridge Asset Management LLC
John Prichard
Control person · since August 2011
- Owns 25% to 50% of Knightsbridge Asset Management LLC
Miles Yourman
Control person · since January 2015
- Owns 25% to 50% of Knightsbridge Asset Management LLC
Kurt Beimfohr
Control person · since July 2020
Knightsbridge Asset Management’s regulatory assets grew 2.5× from $447M (March 2021) to $1.12B (September 2026); clients rose from 335 to 546 and employees from 7 to 19. In 2020, Buffalo Capital joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.12B | 546 | 19 | 1 |
| March 2025 | $833M | 508 | 13 | 1 |
| March 2024 | $644M | 457 | 10 | 1 |
| March 2023 | $491M | 422 | 8 | 1 |
| July 2022 | $535M | 408 | 8 | 1 |
| March 2021 | $447M | 335 | 7 | 1 |
Firms that joined
20201 joined
- Buffalo CapitalNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Knightsbridge Asset Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 450 Newport Center DR, Suite 630, Newport BeachHQ
Contact and registration details
- Legal name
- Knightsbridge Asset Management LLC
- Headquarters
- 450 Newport Center DR, Suite 630, Newport Beach, CA 92660
- Website
- knightsb.com
- Phone
- 949-644-4444
- @knightsbridge-wealth-management
- SEC file
- 801-55731
- Founded
- 1998
- Structure
- California LLC
- Fiscal year end
- December
Knightsbridge Asset Management uses Fidelity ($702M, 78%) and Charles Schwab ($196M, 22%) as custodians for its separately managed accounts. Knightsbridge Asset Management has custody of $6.34M in client assets for 6 clients.
- FidelityNational Financial Services LLC · Boston, MA · $702M78%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $196M22%
At year end, Knightsbridge Asset Management’s separately managed accounts were mostly in stocks (63%) and funds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.47B across 339 positions; the largest are Wisdomtree TR (14.6%), Simplify Exchange Traded Fun (5.5%) and SPDR Index Shs Fds (5.0%).
What the accounts hold
- Stocks63%
- Exchange-traded equities62%
- Non-exchange-traded equities1%
- Funds29%
- Registered funds15%
- Pooled vehicles14%
- Bonds6%
- U.S. government and agency bonds2%
- State and local bonds2%
- Investment grade corporate bonds2%
- Cash5%
Reported 13F holdings
- $1.47B
- Reported 13F value
- 339
- Positions
- 45.2%
- In the 10 largest
- +98.3%
- Value vs. prior quarter
- Wisdomtree TR · Floatng Rat Trea14.6%
- Simplify Exchange Traded Fun · Mbs ETF5.5%
- SPDR Index Shs Fds · Portfolio Devlpd5.0%
- SPDR Series Trust · State Street Spd4.1%
- Silicon Motion Technology CO · Sponsored ADR3.2%
- Apple Inc.3.1%
- SPDR Index Shs Fds · Portfolio Emg MK2.9%
- Alphabet Inc. · Cap Stk CL A2.4%
- Sandisk Corp.2.3%
- J P Morgan Exchange Traded F · US Qualty Fctr2.2%
Together, the ten largest are 45.2% of reported value.
How many clients does Knightsbridge Asset Management have?
Knightsbridge Asset Management has 546 clients and manages $1.12 billion for them, as of September 2026. They include 333 high-net-worth individuals, 184 individual clients, and 18 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does Knightsbridge Asset Management offer?
Knightsbridge Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Knightsbridge Asset Management charge?
Knightsbridge Asset Management charges up to 1.50% a year for its Investment Advisory Services. The fee is billed in advance or in arrears and is negotiable.
Source: KNIGHTSBRIDGE WEALTH MANAGEMENT FORM ADV, PART 2A BROCHURE, filed 31 March 2026
Which custodians does Knightsbridge Asset Management use?
Knightsbridge Asset Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $702M and Charles Schwab & Co., Inc. (Westlake, TX), with $196M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026
How many financial advisors does Knightsbridge Asset Management have?
Knightsbridge Asset Management has 10 investment adviser representatives registered with state securities authorities, out of 19 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Knightsbridge Asset Management invest in?
At the end of its last fiscal year, Knightsbridge Asset Management’s separately managed accounts held 62% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs), 14% pooled vehicles (private funds and similar), 5% cash and equivalents, 2% U.S. government and agency bonds, 2% state and local bonds, 2% investment grade corporate bonds and 1% non-exchange-traded equities. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Knightsbridge Asset Management?
Knightsbridge Asset Management’s direct owners are John Prichard, Miles Yourman and Kurt Beimfohr, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does Knightsbridge Asset Management get paid?
Knightsbridge Asset Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Knightsbridge Asset Management registered with the SEC?
Yes, Knightsbridge Asset Management has been registered with the SEC as an investment adviser since 31 July 1998. Its CRD number is 110347 and its SEC file number is 801-55731.
Source: Form ADV Part 1A, Item 1, filed 28 September 2026; IAPD firm record
How do I contact Knightsbridge Asset Management?
Knightsbridge Asset Management’s main office is at 450 Newport Center DR, Suite 630, Newport Beach, CA 92660. Its phone number is 949-644-4444. Its website is knightsb.com.