Kingsbridge Advisors, LLC logo

Kingsbridge Advisors, LLC

Updated today

Client assets under management

$0

Clients

45

100% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

11

Very Low

Average account size

$0

About

Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, charitable organizations, and other business entities. The firm’s advisory services are limited to referring clients to third-party money managers and providing pension consulting to plan sponsors and fiduciaries.

The firm gathers client information, recommends specific third-party managers (the brochure names KB Financial Partners, LLC and 46 Peaks Investment Advisory Group as current referrals), and conducts periodic monitoring and account reviews while clients sign agreements directly with the selected managers. Kingsbridge does not manage client assets directly, does not have investment discretion, does not take custody of client funds, and does not vote proxies on clients’ behalf.

What is distinctive for a team firm is that Kingsbridge does not provide direct portfolio management for individual accounts and does not use percentage-of-AUM fees; instead, the firm shares in advisory fees paid to the third-party managers and also discloses that associated persons earn commissions and insurance compensation in other capacities. The brochure highlights pension consulting as a significant, separate offering and discloses potential conflicts of interest tied to referrals and the dual registrations of several associated persons with Equitable and as insurance agents.

Client services

Pension consulting Selection of other advisers

Occupation focus

Retired

Fee options

Commissions

Associated persons may receive commissions from the sale of securities and insurance products through Equitable Advisors and insurance agency activities; commissions are separate and in addition to advisory fees

Other

Account minimum: $500,000 Minimum fee: Pension consulting services fixed fee ranging from $2,500 to $250,000 annually, payable quarterly in advance; fees negotiable based on plan size and services

Main office location

Kingsbridge Advisors, LLC

1115 Promenade Blvd.

Fair Lawn NJ 07410, United States

Number of offices

1

Most active in

New Jersey · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Philip F

Series 63, Series 65

Fair Lawn, NJ

Kingsbridge Advisors, LLC

Philip Fabrizio is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Kingsbridge Advisors, LLC and Axa Advisors, LLC, and has served on the executive committee of the Knickerbocker Country Club, overseeing golf and social activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Retired
user avatar

Kristopher G

Series 63, Series 66

Fair Lawn, NJ

Kingsbridge Advisors, LLC

Kristopher Grossman is a financial advisor with Equitable Advisors in West Caldwell, NJ, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked with Kingsbridge Advisors, LLC and Axa Advisors, LLC, both affiliated with his current firm, since 2009. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizons.

Retired
user avatar

David G

Series 63, Series 65

Fair Lawn, NJ

Kingsbridge Advisors, LLC

David Grossman is a financial advisor with Kingsbridge Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Kingsbridge Advisors since 2004 and has been affiliated with Equitable Advisors and Axa Advisors since 1999. Outside of advisory roles, he is involved in an insurance brokerage business. Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, and business entities by referring clients to third-party money managers and providing pension consulting. The firm does not manage individual portfolios directly or take custody of assets, focusing instead on manager selection and ongoing monitoring.

Retired
user avatar

James P

Series 63

Fair Lawn, NJ

Kingsbridge Advisors, LLC

James Pacilio Jr is a financial advisor at Kingsbridge Advisors, LLC with 51 years of industry experience. He holds a Series 63 designation and has worked at Kingsbridge Advisors and related firms since 2000, with prior experience at Equitable Advisors and Axa Advisors. Outside of his advisory role, he serves as president of North Hill Gang, LLC, a hunting club. Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, and business entities by referring clients to third-party money managers and providing pension consulting. The firm does not manage individual portfolios directly but evaluates and monitors external managers on clients' behalf.

Retired
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