KLINGENSTEIN, FIELDS & CO., L.P.

KLINGENSTEIN, FIELDS & CO., L.P. of NEW YORK, NY is an SEC-registered investment adviser (CRD 105907). Regulatory assets under management: $4.7B.

Registration

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.

Officers, owners & control persons (35)

Showing 25 of 35 people.

NameRoleLocation
Jonathan RobertsLIMITED PARTNERSan Francisco, CA
Fields JamesLIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER, PRESIDENT; LIMITED PARTNER, PRESIDENT; MEMBER, PRESIDENT (+3 more)New York, NY
Kenneth Harvey FieldsLIMITED 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 CurryLIMITED PARTNER AND CHIEF OPERATING OFFICER
Kenneth David PollingerLIMITED 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 FieldsLIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER, PRESIDENT
Maria ChambersCHIEF COMPLIANCE OFFICERNew York, NY
Yuh-Yng LeeLIMITED PARTNER AND CHIEF FINANCIAL OFFICER
Laurence Ernest AchLIMITED PARTNER
GOULD JAMES GEORGEMEMBER, VICE CHAIRMAN
KLINGENSTEIN FREDERICKMEMBER, CHAIRMAN; MEMBER, CHAIRMAN EMERITUS
FIELDS KENNETHLIMITED PARTNER, CO-CHAIRMAN; LIMITED PARTNER, EXECUTIVE CHAIRMAN; MEMBER, CO-CHAIRMAN (+1 more)
KLINGENSTEIN JOHNMEMBER
FURTH JOHNMEMBER, VICE CHAIRMAN
SHAPIRO ROBERTMEMBER, VICE CHAIRMAN
CURRY SUSANLIMITED PARTNER AND CHIEF OPERATING OFFICER; LIMITED PARTNER, SR. VICE PRESIDENT, COO; MEMBER, SR. VICE PRESIDENT (+1 more)
MACCALLUM IANMEMBER, SR. VICE PRESIDENT
POLLINGER KENNETHLIMITED PARTNER, CO-CHAIRMAN, CEO; MEMBER, CO-CHAIRMAN, CEO; MEMBER, VICE CHAIRMAN, CEO
ROBERTS JONATHANLIMITED PARTNER; LIMITED PARTNER, SR. VICE PRESIDENT; MEMBER, SR. VICE PRESIDENT (+2 more)
JONES COLLEEN MARIEMEMBER, SR. VICE PRESIDENT
KLINGENSTEIN FREDERICK ADLERMEMBER, CHAIRMAN
FIELDS KENNETH HARVEYLIMITED 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 LEWISMEMBER, VICE CHAIRMAN
GOULD GEORGE DANAMEMBER, VICE CHAIRMAN
SHAPIRO ROBERT FRANKMEMBER, VICE CHAIRMAN

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