Invest in Residential Real Estate

Fund Overview

The Kingsbridge Alternative Strategies Fund invests in a portfolio of Home Equity Investment Contracts, which offer the Fund’s investors scalable exposure to U.S. owner-occupied single-family residential real estate. As the only private fund focused on this new asset class, the Kingsbridge Alternative Strategies Fund has demonstrated that investing in residential real estate through Home Equity Investment Contracts is a more efficient way to access the U.S. residential real estate market.

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Investment Strategy

Innovative Strategy

Innovative structured product investment strategy

Low Correlation

Low correlation to public market equity or debt

Inflation Hedge

Positive correlation to inflation

Recession Mitigation

Built-in structural downside protection averaging 18%

Home Equity Contracts

Pure play investment vehicle focused on Home Equity Contracts

Track Record

Strategy Track Record inception 2016

To learn more about the Kingsbridge Alternative Strategies Fund investment strategy or how you can invest in residential real estate via Home Equity Investment Contracts, please contact us, visit the Fund Overview page or visit our blog, which features several white papers explaining this alternative investment strategy.

Team

About

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 Dunn
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David J. Dunn, CIMA® CPWA®
President | Chief Investment Officer

Certified Investment Management Analyst SM
Certified Private Wealth Advisor SM

David J. Dunn is the President & Founder of Kingsbridge Wealth Management, and the General Partner and Portfolio Manager of the Kingsbridge Alternative Strategies Fund, LP which began in 2009.



David Dunn
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Martin Orton, CFP®

Senior Vice President

Certified Financial Planner® Practitioner

Martin Orton has more than two decades of experience in the finance industry and serves as the Director of Operations for the Kingsbridge Alternative Strategies Fund, LP.



David Dunn
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Kerri Dunn

Executive Vice President

Chief Operating Officer

Kerri Dunn is the co founder of Kingsbridge Wealth Management, and serves as the Chief Compliance Officer for the Kingsbridge Alternative Strategies Fund, LP.



David Dunn


Briene Eslinger, CPA

Assistant Vice President

Brienne Eslinger leads the accounting, tax and audit team  for the Kingsbridge Alternative Strategies Fund, LP.



David Dunn

Matt Irving, CFP®

Senior Associate

Matt Irving  serves as an analyst for the Kingsbridge Alternative Strategies Fund and assists with the operations and marketing  functions of the fund.

Greg Linton

Greg Linton

Junior Associate

Greg Linton creates analytics for the Kingsbridge Alternative Strategies Fund and assists with marketing  functions of the fund.

This material is being provided for information and discussion purposes only and qualified in its entirety by the information included in the confidential Private Placement Memorandum 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 Private Placement Memorandum. Before making any investment in the Fund, you should thoroughly review the Private Placement Memorandum 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 Private Placement Memorandum 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 “Qualified Client” as the terms are defined under Rule 503c 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.

Before making any investment in the Fund, you should thoroughly review the Private Placement Memorandum 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 Private Placement Memorandum 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 a “Qualified Client” as the terms are defined under Rule 503c 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.

Contact Us

Kingsbridge – Las Vegas Office

1140 N. Town Center Drive Suite 340,

Las Vegas, NV 89144

P. 702-947-5160 | email: kasf@kwm.us.com

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