Kingsbridge Alternative Strategies Fund – Investing in Home Equity Contracts
Kingsbridge Alternative Strategies Fund, LP
Home Equity Contracts are an innovative non-debt personal financial solution for U.S. households with substantial equity in their home. The Fund invests in Structured Home Equity Contracts originated by multiple Originators and has a growing portfolio of Home Equity Contracts backed by U.S. residential real estate in 13 states.
Kingsbridge Wealth Management, Inc. is a registered investment advisor that manages alternative investment funds, including the Kingsbridge Alternative Strategies Fund, LP. The firm was founded in 2008 and the Kingsbridge Alternative Strategies Fund, LP was launched in 2009.
“At Kingsbridge, we are focused on investing in alternative strategies, where there is a strong demand for capital, where the capital is used to solve a problem we understand, and where there is adequate compensation for risking our capital.”
David J. Dunn, CIMA® CPWA®
President | Chief Investment Officer
David J. Dunn is the President and Founder of Kingsbridge Wealth Management, Inc. David is the General Partner and portfolio manager of five private investment funds, including the Kingsbridge Alternative Strategies Fund, LP which began in 2009.
Martin Orton, CFP®
Vice President Operations & Client Servicing
Martin Orton, CFP® is the head of operations for Kingsbridge Wealth Management, and manages all trading, back office support, and processing functions for the firm.
Kerri Dunn Executive Vice President
Chief Operating Officer
Kerri Dunn is the co-founder of Kingsbridge Wealth Management, a Director and Treasurer of the Corporation, and serves on the Investment Committee. Kerri is a registered investment adviser.
Briene Eslinger, CPA
Senior Associate- Accounting
Brienne Eslinger, CPA leads the accounting, tax and audit reporting functions at Kingsbridge Wealth Management.
Tim Gollogly is focused on communication and marketing of the private funds and investor relations for Kingsbridge Wealth Management.
This material is being provided for information and discussion purposes only and qualified in its entirety by the information included in the confidential Limited Partnership Agreement and supplements (collectively, Limited Partnership Agreement) of the Kingsbridge Alternative Strategies Fund, LP (the “Fund”) described herein, and is not intended to be, nor should it be construed or used as investment, tax or legal advice or an offer to sell, or a solicitation of an offer to buy, an interest in the Fund, or any other security. Any offer or solicitation of an investment in the Fund may be made only by delivery of the Limited Partnership Agreement. Before making any investment in the Fund, you should thoroughly review the Limited Partnership Agreement with your professional advisor(s) to determine whether an investment in a Fund is suitable for you in light of your investment objectives and financial situation. The Limited Partners Agreement contains important information about risk factors, including a more comprehensive description of the risks and other material aspects of an investment in the Fund, and should be read carefully before any decision to invest is made. The Fund is only open to investors fitting the definition of an “accredited investor” and “qualified purchaser” as the terms are defined under Rule 501 of Regulation D of The Securities Act of 1933. This presentation may not be distributed without the consent of Kingsbridge Wealth Management, Inc. Past performance is not indicative of future results. An investment in the Fund, like all investments, contains risk including the risk of total loss, and may not be appropriate for all investors.