KLINGENSTEIN, FIELDS & CO., L.P.
Legal name: KLINGENSTEIN FIELDS ADVISORS
CRD #105907 SEC #801-33347 NEW YORK, NY 212-492-7000
SEC Registered Private Funds
Total AUM
$4.7B
Discretionary
$4B
Employees
40
Clients
51
Accounts
1,267
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $4.7B | $4B | $777.2M | 40 | 0 |
| Mar 2025 | $4.7B | $4B | $777.2M | 40 | 0 |
| Jul 2024 | $4.6B | $3.9B | $699.6M | 40 | 0 |
| May 2024 | $4.6B | $3.9B | $699.6M | 40 | 0 |
| Mar 2024 | $4.6B | $3.9B | $699.6M | 40 | 0 |
| Jul 2023 | $4.3B | $3.6B | $750.5M | 40 | 0 |
| May 2023 | $4.3B | $3.6B | $750.5M | 40 | 0 |
| Mar 2023 | $4.3B | $3.6B | $750.5M | 40 | 0 |
| Aug 2022 | $5.2B | $4.3B | $924.8M | 39 | 0 |
| Jul 2022 | $5.2B | $4.3B | $924.8M | 39 | 0 |
| Mar 2022 | $5.2B | $4.3B | $924.8M | 39 | 0 |
| Jul 2021 | $4.5B | $3.7B | $869.7M | 43 | 0 |
| May 2021 | $4.5B | $3.7B | $869.7M | 43 | 0 |
| Mar 2021 | $4.5B | $3.7B | $869.7M | 43 | 0 |
| Sep 2020 | $4.1B | $3.4B | $711.7M | 40 | 0 |
| Sep 2020 | $4.1B | $3.4B | $711.7M | 40 | 0 |
| Aug 2020 | $4.1B | $3.4B | $711.7M | 40 | 0 |
| Jul 2020 | $4.1B | $3.4B | $711.7M | 40 | 0 |
| Jun 2020 | $4.1B | $3.4B | $711.7M | 40 | 0 |
| Mar 2020 | $4.1B | $3.4B | $711.7M | 40 | 0 |
| Jul 2019 | $3.5B | $3.5B | $6.6M | 27 | 0 |
| Mar 2019 | $3.5B | $3.5B | $6.6M | 27 | 0 |
| Dec 2018 | $3.6B | $3.6B | $5.8M | 29 | 0 |
| May 2018 | $3.6B | $3.6B | $5.8M | 29 | 0 |
| Mar 2018 | $3.6B | $3.6B | $5.8M | 29 | 0 |
| Aug 2017 | $3.1B | $3.1B | $5.3M | 30 | 1,100 |
| Jun 2017 | $3.1B | $3.1B | $5.3M | 30 | 1,100 |
| May 2017 | $3.1B | $3.1B | $5.3M | 30 | 1,100 |
| Mar 2017 | $3.1B | $3.1B | $5.3M | 30 | 1,100 |
| Nov 2016 | $3B | $3B | $5.1M | 32 | 1,100 |
| Jul 2016 | $3B | $3B | $5.1M | 32 | 1,100 |
| May 2016 | $3B | $3B | $5.1M | 32 | 1,100 |
| Mar 2016 | $3B | $3B | $5.1M | 32 | 1,100 |
| Nov 2015 | $3.2B | $3.2B | $30.1M | 30 | 1,100 |
| Aug 2015 | $3.2B | $3.2B | $30.1M | 30 | 1,100 |
| Jul 2015 | $3.2B | $3.2B | $30.1M | 30 | 1,100 |
| Jun 2015 | $3.2B | $3.2B | $30.1M | 30 | 1,100 |
| Mar 2015 | $3.2B | $3.2B | $30.1M | 30 | 1,100 |
| Nov 2014 | $3.2B | $3.1B | $51.4M | 30 | 1,200 |
| Apr 2014 | $3.2B | $3.1B | $51.4M | 30 | 1,200 |
| Mar 2014 | $3.2B | $3.1B | $51.4M | 30 | 1,200 |
| Oct 2013 | $4B | $3.9B | $87.6M | 37 | 1,800 |
| Mar 2013 | $4B | $3.9B | $87.6M | 37 | 1,800 |
| Nov 2012 | $3.9B | $3.8B | $95.2M | 35 | 1,700 |
| Jul 2012 | $3.9B | $3.8B | $95.2M | 11 | 1,700 |
| May 2012 | $3.9B | $3.8B | $95.2M | 11 | 1,700 |
| Mar 2012 | $3.9B | $3.8B | $95.2M | 11 | 1,700 |
| Nov 2011 | $3.9B | $3.8B | $92.7M | 11 | 500 |
| Apr 2011 | $3.9B | $3.8B | $92.7M | -- | -- |
| Mar 2011 | $3.9B | $3.8B | $92.7M | -- | -- |
| Mar 2009 | $3B | $3B | $54.1M | -- | -- |
| Mar 2008 | $4.4B | $4.4B | $81M | -- | -- |
| Aug 2007 | $4.2B | $4.1B | $79M | -- | -- |
| May 2007 | $4.2B | $4.1B | $79M | -- | -- |
| Mar 2007 | $4.2B | $4.1B | $79M | -- | -- |
| Feb 2005 | $3.8B | $3.7B | $58.1M | -- | -- |
| Mar 2004 | $3.5B | $3.5B | $54.5M | -- | -- |
| Dec 2003 | $3B | $3B | $39.8M | -- | -- |
| Nov 2003 | $3B | $3B | $39.8M | -- | -- |
| Mar 2002 | $3.8B | $3.8B | $54.8M | -- | -- |
DateAug 2025
Total AUM$4.7B
Discretionary$4B
Non-Disc.$777.2M
Employees40
Clients0
DateMar 2025
Total AUM$4.7B
Discretionary$4B
Non-Disc.$777.2M
Employees40
Clients0
DateJul 2024
Total AUM$4.6B
Discretionary$3.9B
Non-Disc.$699.6M
Employees40
Clients0
DateMay 2024
Total AUM$4.6B
Discretionary$3.9B
Non-Disc.$699.6M
Employees40
Clients0
DateMar 2024
Total AUM$4.6B
Discretionary$3.9B
Non-Disc.$699.6M
Employees40
Clients0
DateJul 2023
Total AUM$4.3B
Discretionary$3.6B
Non-Disc.$750.5M
Employees40
Clients0
DateMay 2023
Total AUM$4.3B
Discretionary$3.6B
Non-Disc.$750.5M
Employees40
Clients0
DateMar 2023
Total AUM$4.3B
Discretionary$3.6B
Non-Disc.$750.5M
Employees40
Clients0
DateAug 2022
Total AUM$5.2B
Discretionary$4.3B
Non-Disc.$924.8M
Employees39
Clients0
DateJul 2022
Total AUM$5.2B
Discretionary$4.3B
Non-Disc.$924.8M
Employees39
Clients0
DateMar 2022
Total AUM$5.2B
Discretionary$4.3B
Non-Disc.$924.8M
Employees39
Clients0
DateJul 2021
Total AUM$4.5B
Discretionary$3.7B
Non-Disc.$869.7M
Employees43
Clients0
DateMay 2021
Total AUM$4.5B
Discretionary$3.7B
Non-Disc.$869.7M
Employees43
Clients0
DateMar 2021
Total AUM$4.5B
Discretionary$3.7B
Non-Disc.$869.7M
Employees43
Clients0
DateSep 2020
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$711.7M
Employees40
Clients0
DateSep 2020
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$711.7M
Employees40
Clients0
DateAug 2020
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$711.7M
Employees40
Clients0
DateJul 2020
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$711.7M
Employees40
Clients0
DateJun 2020
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$711.7M
Employees40
Clients0
DateMar 2020
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$711.7M
Employees40
Clients0
DateJul 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$6.6M
Employees27
Clients0
DateMar 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$6.6M
Employees27
Clients0
DateDec 2018
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$5.8M
Employees29
Clients0
DateMay 2018
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$5.8M
Employees29
Clients0
DateMar 2018
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$5.8M
Employees29
Clients0
DateAug 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$5.3M
Employees30
Clients1,100
DateJun 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$5.3M
Employees30
Clients1,100
DateMay 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$5.3M
Employees30
Clients1,100
DateMar 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$5.3M
Employees30
Clients1,100
DateNov 2016
Total AUM$3B
Discretionary$3B
Non-Disc.$5.1M
Employees32
Clients1,100
DateJul 2016
Total AUM$3B
Discretionary$3B
Non-Disc.$5.1M
Employees32
Clients1,100
DateMay 2016
Total AUM$3B
Discretionary$3B
Non-Disc.$5.1M
Employees32
Clients1,100
DateMar 2016
Total AUM$3B
Discretionary$3B
Non-Disc.$5.1M
Employees32
Clients1,100
DateNov 2015
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$30.1M
Employees30
Clients1,100
DateAug 2015
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$30.1M
Employees30
Clients1,100
DateJul 2015
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$30.1M
Employees30
Clients1,100
DateJun 2015
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$30.1M
Employees30
Clients1,100
DateMar 2015
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$30.1M
Employees30
Clients1,100
DateNov 2014
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$51.4M
Employees30
Clients1,200
DateApr 2014
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$51.4M
Employees30
Clients1,200
DateMar 2014
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$51.4M
Employees30
Clients1,200
DateOct 2013
Total AUM$4B
Discretionary$3.9B
Non-Disc.$87.6M
Employees37
Clients1,800
DateMar 2013
Total AUM$4B
Discretionary$3.9B
Non-Disc.$87.6M
Employees37
Clients1,800
DateNov 2012
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$95.2M
Employees35
Clients1,700
DateJul 2012
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$95.2M
Employees11
Clients1,700
DateMay 2012
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$95.2M
Employees11
Clients1,700
DateMar 2012
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$95.2M
Employees11
Clients1,700
DateNov 2011
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$92.7M
Employees11
Clients500
DateApr 2011
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$92.7M
Employees--
Clients--
DateMar 2011
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$92.7M
Employees--
Clients--
DateMar 2009
Total AUM$3B
Discretionary$3B
Non-Disc.$54.1M
Employees--
Clients--
DateMar 2008
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$81M
Employees--
Clients--
DateAug 2007
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$79M
Employees--
Clients--
DateMay 2007
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$79M
Employees--
Clients--
DateMar 2007
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$79M
Employees--
Clients--
DateFeb 2005
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$58.1M
Employees--
Clients--
DateMar 2004
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$54.5M
Employees--
Clients--
DateDec 2003
Total AUM$3B
Discretionary$3B
Non-Disc.$39.8M
Employees--
Clients--
DateNov 2003
Total AUM$3B
Discretionary$3B
Non-Disc.$39.8M
Employees--
Clients--
DateMar 2002
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$54.8M
Employees--
Clients--