Kleinfelder Capital, Inc.

Overview

Kleinfelder Capital, Inc. is an independent registered investment adviser formed in 2017 and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee models include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm is not organized as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Kleinfelder presents itself as a traditional advisory practice focused on managed public fund exposure and customized planning rather than operating as a fund sponsor or allocative platform. It maintains discretion over the vast majority of client assets, and custodial relationships are centralized, which supports a single-platform operating model.

Assets & Accounts

Public Holdings

Investments & Alternatives