KLINGENSTEIN, FIELDS & CO., L.P. of NEW YORK, NY is an SEC-registered investment adviser (CRD 105907). Regulatory assets under management: $4.7B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
Showing 25 of 35 people.
| Name | Role | Location |
|---|---|---|
| Jonathan Roberts | LIMITED PARTNER | San Francisco, CA |
| Fields James | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER, PRESIDENT; LIMITED PARTNER, PRESIDENT; MEMBER, PRESIDENT (+3 more) | New York, NY |
| Kenneth Harvey Fields | LIMITED PARTNER, EXECUTIVE CHAIRMAN; TRUSTEE FOR THE JOSEPH KLINGENSTEIN TRUST #2 DATED 7/25/74 FBO FREDERIC K A. KLINGENSTEIN AND HIS ISSUE, FAK, KHF & KDP TRUSTEES | — |
| Susan H Curry | LIMITED PARTNER AND CHIEF OPERATING OFFICER | — |
| Kenneth David Pollinger | LIMITED PARTNER, CHAIRMAN, CO-CHIEF EXECUTIVE OFFICER; TRUSTEE FOR THE JOSEPH KLINGENSTEIN TRUST #2 DATED 7/25/74 FBO FREDERIC K A. KLINGENSTEIN AND HIS ISSUE, FAK, KHF & KDP TRUSTEES | — |
| James Wagner Fields | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER, PRESIDENT | — |
| Maria Chambers | CHIEF COMPLIANCE OFFICER | New York, NY |
| Yuh-Yng Lee | LIMITED PARTNER AND CHIEF FINANCIAL OFFICER | — |
| Laurence Ernest Ach | LIMITED PARTNER | — |
| GOULD JAMES GEORGE | MEMBER, VICE CHAIRMAN | — |
| KLINGENSTEIN FREDERICK | MEMBER, CHAIRMAN; MEMBER, CHAIRMAN EMERITUS | — |
| FIELDS KENNETH | LIMITED PARTNER, CO-CHAIRMAN; LIMITED PARTNER, EXECUTIVE CHAIRMAN; MEMBER, CO-CHAIRMAN (+1 more) | — |
| KLINGENSTEIN JOHN | MEMBER | — |
| FURTH JOHN | MEMBER, VICE CHAIRMAN | — |
| SHAPIRO ROBERT | MEMBER, VICE CHAIRMAN | — |
| CURRY SUSAN | LIMITED PARTNER AND CHIEF OPERATING OFFICER; LIMITED PARTNER, SR. VICE PRESIDENT, COO; MEMBER, SR. VICE PRESIDENT (+1 more) | — |
| MACCALLUM IAN | MEMBER, SR. VICE PRESIDENT | — |
| POLLINGER KENNETH | LIMITED PARTNER, CO-CHAIRMAN, CEO; MEMBER, CO-CHAIRMAN, CEO; MEMBER, VICE CHAIRMAN, CEO | — |
| ROBERTS JONATHAN | LIMITED PARTNER; LIMITED PARTNER, SR. VICE PRESIDENT; MEMBER, SR. VICE PRESIDENT (+2 more) | — |
| JONES COLLEEN MARIE | MEMBER, SR. VICE PRESIDENT | — |
| KLINGENSTEIN FREDERICK ADLER | MEMBER, CHAIRMAN | — |
| FIELDS KENNETH HARVEY | LIMITED PARTNER, EXECUTIVE CHAIRMAN; MEMBER, PRESIDENT; TRUSTEE FOR THE JOSEPH KLINGENSTEIN TRUST #2 DATED 7/25/74 FBO FREDERIC K A. KLINGENSTEIN AND HIS ISSUE, FAK, KHF & KDP TRUSTEES | — |
| FURTH JOHN LEWIS | MEMBER, VICE CHAIRMAN | — |
| GOULD GEORGE DANA | MEMBER, VICE CHAIRMAN | — |
| SHAPIRO ROBERT FRANK | MEMBER, VICE CHAIRMAN | — |
Private Equity Fund: 8 · Venture Capital Fund: 4
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| WERTHEIM VENTURES I, LLC | Private Equity Fund | Delaware | 26 | $77.1M | $5K |
| KLINGENSTEIN FIELDS VENTURE FUND, L.P. | Venture Capital Fund | Delaware | 44 | $25.8M | $250K |
| KLINGENSTEIN FIELDS VENTURE FUND II, L.P. | Venture Capital Fund | Delaware | 40 | $23.3M | $250K |
| KLINGENSTEIN FIELDS VENTURE FUND III, L.P. | Venture Capital Fund | Delaware | 32 | $13.3M | $250K |
| K INVESTMENTS VIII LLC | Venture Capital Fund | Delaware | 31 | $9.7M | $50K |
| K INVESTMENTS VII, LLC | Private Equity Fund | Delaware | 21 | $8.9M | $50K |
| WERTHEIM TICKET FUND, LLC | Private Equity Fund | Delaware | 31 | $6.7M | $5K |
| K INVESTMENTS VI, LLC | Private Equity Fund | Delaware | 39 | $3.2M | $50K |
| K INVESTMENTS IV, LLC | Private Equity Fund | Delaware | 40 | $2.6M | $50K |
| K INVESTMENTS V, LLC | Private Equity Fund | Delaware | 40 | $1.1M | $50K |
| K INVESTMENTS III, LLC | Private Equity Fund | Delaware | 44 | $403K | $100K |
| FK INVESTMENTS I, LLC | Private Equity Fund | Delaware | 12 | — | $100K |
| City | State | Employees | Phone |
|---|---|---|---|
| WEST PALM BEACH | FL | 2 | 561-900-0347 |