KLINGENSTEIN FIELDS ADVISORS
{{ Info.Overview }}
| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
Company Profile
| As of Date | 07/31/2025 |
| Adviser Type
- Large advisory firm - Related adviser |
|
| Number of Employees | 47 |
| of those in investment advisory functions | 18 -5.26% |
| AUM* | 4,737,298,353 9.80% |
| of that, discretionary | 3,960,080,904 11.12% |
| Private Fund GAV* | 377,884,244 |
| Avg Account Size | 3,738,988 35.45% |
| High Net Worth | 73.52% -0.03% |
| SMA’s | Yes |
| Private Funds | 12 2 |
| Websites |
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
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count8 | GAV$307,449,948 |
| Fund TypeVenture Capital Fund | Count4 | GAV$70,434,296 |