KLINGENSTEIN FIELDS ADVISORS
Company Profile
| AUM* | 4,698,833,301 2% |
| of that, discretionary | 3,967,042,588 2% |
| Private Fund GAV* | 246,519,914 -44% |
| Avg Account Size | 3,589,636 20% |
| High Net Worth | 74.42% 1% |
| SMA’s | Yes |
| Private Funds | 13 1 |
Adviser Type
- Related adviser
Number of Employees 46 -2%
of those in investment advisory functions 18 -10%
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
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 |
Private Funds Structure
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypePrivate Equity Fund | Count8 | GAV$99,389,958 |
| SEC Fund TypeVenture Capital Fund | Count5 | GAV$147,129,956 |