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| Klingman and Associates LLC
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|
|---|---|
| CRD # | 125618 |
| SEC # | 801-67783 |
| CIK # | 0001662449 |
| AUM | $4.8 B (2025-03-20) |
| Employees | 25 (56% Investors, 0% Brokers) |
| Phone | 212-867-7647 |
| Address | 120 West 45th Street New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 53.3 | ||
| Citizens Financial Group Inc/Ri | 20.0 | ||
| Datadog Inc | 18.8 | ||
| Microsoft Corp | 16.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 0.1 |
| (b) Individuals (high net worth individuals) | 407 | 3.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.1 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,132 | 4.8 |
| By Discretionary | ||
| Discretionary | 2,948 | 3.5 |
| Non-Discretionary | 184 | 1.4 |
| Total | 3,132 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 3,132 | 4.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001662449] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Evanson Asset Management LLC
✚
|
5.1 | |
|
Apella Capital LLC
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|
CT | 4.7 |
|
RPOA Advisors Inc
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TX | 4.0 |
|
Facet Wealth Inc
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MD | 3.9 |
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T Rowe Price Advisory Services Inc
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|
MD | 3.9 |
|
Connecticut Wealth Management LLC
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|
CT | 3.7 |
|
Pittenger & Anderson Inc
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|
NE | 3.3 |
|
Sigfig Wealth Management LLC
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|
CA | 3.0 |
|
Northeast Investment Management Inc
✚
|
MA | 2.9 |
|
Montag A & Associates Inc
✚
|
GA | 2.7 |