Klingman and Associates LLC

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Assets, Funds, Holdings

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Klingman and Associates LLC
CRD #125618
SEC #801-67783
CIK #0001662449
AUM $3.3 BB (2024-03-14)
Employees 22 (55% Investors, 0% Brokers)
Phone212-867-7647
Address120 West 45th Street
New York, NY 10036
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
4.03.22.41.60.80.02007201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 50.5
DDOG 30,657.5 24.8
PJT 2,840.0 16.1
CFG 18,202.7 15.2
MSFT 1,918,222.4 12.4
 
 
 
 
 
 
Holdings by Sector ($MM)
1500120090060030002014201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 248 0.1
(b) Individuals (high net worth individuals) 363 3.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 0.0
(h) Charitable organizations 3 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2,791 3.3
By Discretionary
Discretionary 2,384 3.0
Non-Discretionary 407 0.3
Total 2,791 3.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.3
Total 2,791 3.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001662449]
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Sigfig Wealth Management LLC
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T Rowe Price Advisory Services Inc
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Northeast Investment Management Inc
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Waters Parkerson & Co LLC
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Pittenger & Anderson Inc
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Cardiff Park Advisors LLC
CA 2.5
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