RIA Intel›Advisers›New York›KLINGENSTEIN, FIELDS & CO., L.P.

KLINGENSTEIN, FIELDS & CO., L.P.

Advisory

N·NEW YORK, NY

Data as of Jan 22, 2026 · Source: SEC Form ADV

Total AUM

$4.7B

1-Year AUM Growth

+6.4%

3-Year CAGR

+0.5%

Employees

18

Assets Under Management

Total AUM$4.7B

Discretionary AUM$4.0B

Non-Discretionary AUM$777M

Discretionary %83.6%

Total Clients1,267

Team

Total Employees18

Investment Advisers40

Employee Growth (1Y)+5.3%

Private Funds

Number of Private Funds12

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record65

First FilingJan 31, 2001

Latest FilingJan 22, 2026

🔒 Full AUM trend chart and 65 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KLINGENSTEIN, FIELDS & CO., L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.