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| Keyboard |
| Klingman and Associates LLC
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|---|---|
| CRD # | 125618 |
| SEC # | 801-67783 |
| CIK # | 0001662449 |
| AUM | 5,664.7 M (2026-05-01) |
| Employees | 25 (56% Investors, 0% Brokers) |
| Phone | 212-867-7647 |
| Address | 120 West 45th Street New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Citizens Financial Group Inc/Ri | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 0.1 |
| (b) Individuals (high net worth individuals) | 456 | 4.3 |
| (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 | 1.2 |
| (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 | 3,532 | 5.7 |
| By Discretionary | ||
| Discretionary | 3,084 | 4.1 |
| Non-Discretionary | 448 | 1.5 |
| Total | 3,532 | 5.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.7 | |
| Total | 3,532 | 5.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001662449] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Serves | Retail |
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