Knightsbridge Asset Management LLC (Newport Beach)

Name: Knightsbridge Asset Management LLC
Address: 500 Newport Center Dr, Newport Beach, CA, 92660
Telephone: 949-644-4444

Knightsbridge Asset Management LLC is a large advisory firm based in Newport Beach. It manages $169 million of regulatory assets for 286 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Illinois, New York, Texas, and Washington.

Knightsbridge Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Knightsbridge Asset Management: assets under management

The assets under management (AUM) of Knightsbridge Asset Management LLC is $169 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 89% since the beginning of its operation, and $921.11 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $169 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $590.91 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 79% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 10% of the firm’s portfolio. Investments in cash and cash equivalents form 7% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Knightsbridge Asset Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Alan Travis Beimfohr serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Alan Travis Beimfohr is high net worth individuals with 106 clients and $147.98 million of assets under management. Among the 9 most similar advisory firms, Knightsbridge Asset Management has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $162.31 million for 136 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Knightsbridge Asset Management doesn't advise any private funds.

Careers at Knightsbridge Asset Management LLC

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Alan Travis Beimfohr has been acting as President since 1 Jul 1999. Miles Ellis Yourman joined the executive team most recently as the Principal, Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alan Travis Beimfohr	President	1 Jul 1999	50% - 75%	17048
John Gilbert Prichard	Principal	1 Jul 1999	25% - 50%	2544336
Teresa Ann Wagner	Chief operating officer & chief compliance officer	1 May 2006	Other	5139615
John Gilbert Prichard	President & chief investment officer	1 Aug 2011	75% - 100%	2544336
Miles Ellis Yourman	Principal, portfolio manager	1 Jan 2015	Other	5173072

Based in Newport Beach

The principal office where Knightsbridge Asset Management LLC performs its advisory services is located at 500 Newport Center Dr, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-644-4444 or by fax 949-717-5030. The normal business hours are 7:30 - 4:30 on Monday - Friday. You can find more information about the New York firm at knightsb.com and its LinkedIn profile.