Knightsbridge Asset Management Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.0B
- Clients
- 546
- Avg AUM / client
- $2.0M
- Accounts
- 1,391
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 184 | $55.6M | 4.97% |
| High net worth individuals | 333 | $903M | 80.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $31.2M | 2.79% |
| Pension and profit sharing plans | 18 | $66.4M | 5.94% |
| Charitable organizations | 1 | $6.4M | 0.57% |
| Corporations and other businesses | 9 | $55.5M | 4.97% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Kwm Asymmetric Opportunities Fund, Lp | Hedge Fund | Delaware | $0 | 0 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Albert & Mackenzie, Llp 401(k) Profit Sharing Plan Albert & Mackenzie, Llp | 2024 | |
| Jetblue Airways Retirement Plan Jetblue Airways Corporation | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Gilbert Prichard | President & Chief Investment Officer | CFA | Jun 2005 (21y) | 25% – 50% |
| Teresa Ann Wagner | Chief Operating Officer & Chief Compliance Officer | CFP | May 2006 (20y) | Less than 5% |
| Miles Ellis Yourman | Principal, Portfolio Manager | CFA | Jan 2015 (12y) | 25% – 50% |
| Kurt Edward Beimfohr | Principal | Jul 2020 (6y) | 25% – 50% | |
| Jeffrey Vieth | Registered representative | CFP | Jul 2020 (6y) | |
| Joshua David Meier | Registered representative | Jan 2021 (6y) | ||
| Hailee Jean Brigman | Registered representative | Mar 2024 (2y) | ||
| Lindsey Morgan Garn | Registered representative | CFA | Sep 2024 (2y) | |
| Geoffrey Hauck | Registered representative | CFA | Mar 2025 (1y) | |
| James Robert Garrison | Registered representative | CFA | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Kwm Asymmetric Opportunities Fund, Lp | Hedge Fund | $0 | $250K | 0 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Albert & Mackenzie, Llp 401(k) Profit Sharing Plan | Albert & Mackenzie, Llp | 343 | $28.3M | 01/01/2024 |
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | 23,089 | $5.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $702M (63% of AUM) Mar 2026
- Charles Schwab & Co. $196M (18% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗