Klingenstein Fields Advisors

Overview

Klingenstein Fields Advisors is an independent registered investment adviser formed as a limited partnership and operating as a capital allocator for high-net-worth individuals, families and institutional clients. The firm provides financial planning and portfolio management across both individual/small business and institutional mandates, and it also serves as a selector of third‑party managers. Klingenstein Fields structures fees as a mix of percentage‑of‑AUM and fixed fees and operates as a related adviser and sponsor/GP for pooled investment vehicles it manages. Investment activity emphasizes outsourced manager relationships and multi-manager allocations. The firm is not an active ESG investor and does not position itself as a pension consultant. Klingenstein Fields was recognized by Barron’s among its Top 100 RIA firms in both 2021 and 2022.

Assets & Accounts

Investments & Alternatives

Location & Offices