KLINGENSTEIN FIELDS ADVISORS
Company Profile
| AUM* | 4,698,833,301 2% |
| of that, discretionary | 3,967,042,588 2% |
| Number of Employees | 46 -2% |
| of those in investment advisory functions | 18 -10% |
| Private Fund GAV* | 247,183,893 -43% |
| Avg Account Size | 3,589,636 20% |
| High Net Worth | 74.42% 1% |
| SMA’s | Yes |
| Private Funds | 13 1 |
Adviser Type
- Large advisory firm
- Related adviser
- Related adviser
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Recent News
Reported AUM
4B
4B
3B
2B
2B
1B
615M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name PKF O'CONNOR DAVIES | Filing Date11/25/2025 | Form ADV-E View Report |
| Accounting Firm Name PKF O'CONNOR DAVIES, LLP | Filing Date10/28/2024 | Form ADV-E View Report |
| Accounting Firm Name PKF O'CONNOR DAVIES | Filing Date10/28/2024 | Form ADV-E View Report |
| Accounting Firm Name PKF O'CONNOR DAVIES, LLP | Filing Date11/28/2023 | Form ADV-E View Report |
| Accounting Firm Name PKF O'CONNOR DAVIES | Filing Date11/27/2023 | Form ADV-E View Report |
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