KLINGENSTEIN FIELDS ADVISORS

Registration Details

Accession

crd-105907

Location

NEW YORK, NY

Filing Date

July 28, 2026

AUM

$4.7B

Institutional Clients

55

Employees

39

Amendment

No

SEC EDGAR

View original filing →

Client Types

Private Funds

12 private funds reported on Form ADV Schedule D 7.B.1, $172.2M in combined gross assets.

• WERTHEIM VENTURES I, LLCPrivate Equity Fund$77.1M
• KLINGENSTEIN FIELDS VENTURE FUND, L.P.Venture Capital Fund$25.8M
• KLINGENSTEIN FIELDS VENTURE FUND II, L.P.Venture Capital Fund$23.3M
• KLINGENSTEIN FIELDS VENTURE FUND III, L.P.Venture Capital Fund$13.3M
• K INVESTMENTS VIII LLCVenture Capital Fund$9.7M
• K INVESTMENTS VII, LLCPrivate Equity Fund$8.9M
• WERTHEIM TICKET FUND, LLCPrivate Equity Fund$6.7M
• K INVESTMENTS VI, LLCPrivate Equity Fund$3.2M
• K INVESTMENTS IV, LLCPrivate Equity Fund$2.6M
• K INVESTMENTS V, LLCPrivate Equity Fund$1.1M
• K INVESTMENTS III, LLCPrivate Equity Fund$403K
• FK INVESTMENTS I, LLCPrivate Equity Fund—

About this Adviser

KLINGENSTEIN FIELDS ADVISORS is a registered investment adviser headquartered in NEW YORK, NY, managing approximately $4.7B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.