KLINGENSTEIN FIELDS ADVISORS

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Company Profile

As of Date:

07/30/2024

Adviser Type:

- Large advisory firm
- Related adviser

Number of Employees:

47

of those in investment advisory functions:

20 5.26%

AUM:

4,590,005,998 6.39%

of that, discretionary:

3,890,405,679 9.16%

Private Fund GAV:

437,711,798 -1.08%

Avg Account Size:

3,528,060 27.80%

% High Net Worth:

73.95% 0.56%

SMA’s:

YES

Private Funds:

14

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
4B 4B 3B 2B 2B 1B 615M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Private Equity Fund 9 $312,817,531
Venture Capital Fund 4 $66,517,036
Other Private Fund 1 $58,377,231

Private Funds



Employees




Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
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