Kingsbridge Advisors, Llc
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ADV data as of Oct 19, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 47
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 45 | — | — |
| Pension and profit sharing plans | 2 | — | — |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Edward Pacilio Jr | Registered representative | Oct 2004 (22y) | ||
| David Jan Grossman | Registered representative | Oct 2004 (22y) | ||
| Philip Thomas Fabrizio | Registered representative | Oct 2004 (22y) | ||
| Kristopher Grossman | Registered representative | Sep 2009 (17y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 986 KB | 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
- • Fixed fees
- • Other fees
- • REFERRAL FEES
Services
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 19, 2026.
View current Form ADV (SEC/IAPD) ↗