Knightsbridge Wealth Management
knightsb.com Direct investor
Knightsbridge Wealth Management is an independent, employee-owned wealth management firm based in Newport Beach, California. It provides investment management, financial planning, and private market opportunities to individuals and families.
Knightsbridge Wealth Management is an asset manager headquartered in Newport Beach, United States, founded in 1998. It invests directly in companies, in private markets.
“We don’t invest client money anywhere that we don’t invest ourselves. We invest alongside you.”
— Knightsbridge Wealth Management, own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Not applicable
- Headquarters
- Newport Beach, United States
- Sectors
- private markets
- Founded
- 1998
Team, as Knightsbridge Wealth Management publishes it
- John G. Prichard, CFA President
- Kurt Beimfohr Principal
- Miles E. Yourman, CFA Principal
- Teresa A. Wagner, CFP® Wealth Advisor & Chief Financial Planner
- Lindsey Monina, CFA Wealth Advisor
- Geoffrey Hauck, CFA Wealth Advisor
- Jim Garrison, CFA Wealth Advisor
- Jeffrey Vieth, CFP® Senior Consultant
- Ivan B. Lee Director of Operations
- Patty Conover Vice President, Administration and Marketing
- Luke Henriksson Senior Analyst
- Jessica Ghai Analyst
Names and roles exactly as listed on knightsb.com. Nothing else about these people is recorded.
Most shared portfolio companies with
Derived from portfolio pages both investors publish themselves: each pair below lists at least one company in common. 1 investors with a shared portfolio company. A shared company is not proof they invested together in the same round.
- Angel One Network 1 shared company: titanfile.com
Where this comes from
Every fact above was read from a page Knightsbridge Wealth Management publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.knightsb.com/name, is_investor, layer, type, thesis_quote, status, confidence, sectors
- https://www.knightsb.com/about/hq_country, hq_city, description
- https://www.knightsb.com/team/founded, people
Record 8341 · added 2026-09-29 · link last verified 2026-10-21 · confidence high
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