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KLINGENSTEIN FIELDS ADVISORS
KLINGENSTEIN, FIELDS & CO., L.P.
CRD 105907 · SEC 801-33347
125 PARK AVENUE, SUITE 320, NEW YORK, NY, 10017-5529, United States
Phone
212-492-7000
Fax
646-219-6638
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.70B
Discretionary AUM
$3.97B
Team
39 total employees; 18 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Partnership
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 260 | $66.8M |
| High net worth individuals | 977 | $3.90B |
| Pooled investment vehicles | 12 | $171.5M |
| Pension/profit sharing plans | 2 | $2.0M |
| Charitable organizations | 41 | $445.5M |
| Corporations/business entities | 17 | $109.8M |
States served
AZ, CA, DE, IL, MD, MA, NE, NJ, NY, NC, OH, PA, RI, VA, VI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD