Klingenstein Fields & Co. LP
Klingenstein Fields & Co. LP is a New York-based, independently owned, SEC-registered investment adviser founded in 1989. Headquartered in Manhattan, the firm provides personalized wealth and investment management services, specializing in customized solutions for high-net-worth and ultra-high-net-worth individuals, families, and nonprofit organizations. With about 36 employees, their multidisciplinary team combines decades of experience, delivering high-touch, client-centric planning, investment counsel, and ongoing portfolio management for multi-generational wealth needs.
Investment Strategy
Klingenstein Fields & Co. LP uses a disciplined, research-driven investment approach centered around customized, separately managed portfolios tailored to each client's needs. The firm focuses predominantly on equities, especially mid to large cap and blue-chip U.S. companies, while also offering a global value strategy for diversification. Their portfolios balance risk management, tax sensitivity, and long-term capital growth by integrating both traditional and non-traditional investments, with a strong emphasis on preserving as well as enhancing multi-generational wealth.
Top Holdings
Equity Positions (187)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 6.74% | $170.3M | 617,640 | $23.71 | $275.65 | +$61.1M |
M MSFT | MICROSOFT CORP | 4.70% | $118.7M | 238,713 | $116.42 | $497.41 | +$27.8M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.79% | $95.7M | 196,933 | $95.38 | $485.77 | -$15.9M |
P PANW | PALO ALTO NETWORKS INC | 3.62% | $91.5M | 447,000 | $23.34 | $204.64 | +$12.3M |
L LLY | ELI LILLY & CO | 3.22% | $81.4M | 104,384 | $136.04 | $779.53 | -$2.5M |