Klingenstein Fields Advisors is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $4.7B in regulatory assets under management, 39 employees, 1 office, and 1,309 accounts.
Assets Under Management
$4.7B
Employees
39
Offices
1 office
Total Clients
1,309
Primary office
NEW YORK, NY
125 PARK AVENUE, SUITE 300, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.6% of total clients.
Top client categories% of clientsClients
1
HNWI
74.6%
977
2
Individuals
19.9%
260
3
Charitable
3.1%
41
4
Corporations
1.3%
17
5
Pooled Investment Vehicles
0.9%
12
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.7Bas of March 30, 2026
Discretionary84.4%
$4.0B
84% of total RAUM84.4%
Non-discretionary15.6%
$732M
16% of total RAUM15.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.7B
Total Accounts1,309
10Y AUM Change+$1.6B (+49.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee34:1
10Y Employee Change+9 (+30.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.