Klingenstein Fields Wealth Advisors key facts
- Klingenstein Fields Wealth Advisors is a other based in New York, New York with 2 tracked portfolio companies.
- Notable positions include SwiftConnect, Roundtable Entertainment.
About Klingenstein Fields Wealth Advisors
Klingenstein Fields Wealth Advisors is a wealth management firm based in New York, New York. Established in 1989, the firm provides portfolio management and investment advisory services to high-net-worth individuals and families, trusts, estates, IRAs, charitable institutions, foundations, endowments, personal pension and profit-sharing plans, and private investment funds. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).
Klingenstein Fields Wealth Advisors portfolio at a glance
2 portfolio companies are on record for Klingenstein Fields Wealth Advisors: SwiftConnect and Roundtable Entertainment.
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Klingenstein Fields Wealth Advisors at the SEC
Form ADV · 2026-03 · CRD 304186- Regulatory AUM
- —
- Private fund assets
- —
- Private funds
- —
- Staff
- 7
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as KF GROUP, LP).
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Portfolio
2 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| SwiftConnect | — | ▮ | ▮ | ▮ |
| Roundtable Entertainment | — | ▮ | ▮ | ▮ |
All 2 companies — valuations, dates and lead flags are a member feature Membership and data by Private Market View | ||||
Frequently asked about Klingenstein Fields Wealth Advisors
- What companies does Klingenstein Fields Wealth Advisors invest in?
- Klingenstein Fields Wealth Advisors has 2 recorded portfolio companies, including SwiftConnect, Roundtable Entertainment.
- What is Klingenstein Fields Wealth Advisors's AUM?
- Klingenstein Fields Wealth Advisors manages approximately $5K in assets.