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Klingman and Associates LLC
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CRD # | 125618 |
SEC # | 801-67783 |
CIK # | 0001662449 |
AUM | $3.3 BB (2024-03-14) |
Employees | 22 (55% Investors, 0% Brokers) |
Phone | 212-867-7647 |
Address | 120 West 45th Street New York, NY 10036 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001662449] |
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TX | 3.6 |
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T Rowe Price Advisory Services Inc
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MD | 2.6 |
Northeast Investment Management Inc
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Waters Parkerson & Co LLC
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LA | 2.5 |
Pittenger & Anderson Inc
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Cardiff Park Advisors LLC
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CA | 2.5 |