Klingenstein Fields Advisors

RIASEC RegisteredEst. 2019

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Firm details

Headquarters: New York, New York
CRD number: 304186
Registered since: May 29, 2019
Website: www.klingenstein.com
Fee structure: Percentage of AUM, Fixed Fees
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Klingenstein Fields Advisors is an independent registered investment adviser organized as a limited partnership and SEC-registered in 2019. The firm works with both individuals/families and institutional clients, providing financial planning and portfolio management for individuals, small businesses and institutions. Its service model includes selecting third‑party advisers on behalf of clients and acting as a capital allocator and related adviser; industry affiliations indicate the firm also sponsors and serves as a GP/managing member of pooled investment vehicles. The firm charges a mix of percentage-of-AUM and fixed fees. FINTRX flags Klingenstein Fields Advisors as not an active ESG investor and not a multi‑state adviser. The firm was named to Barron’s Top 100 RIA Firms in both 2021 and 2022.