| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Michael Delmoro Control | Director Of Investments | 10-25% | 2022 |
| Gerard Albert Klingman Control | President/Managing Member | 50-75% | 2001 |
| Michael David Paley Control | Chief Compliance Officer/Chief Operating Officer | 10-25% | 2014 |
Klingman and Associates, LLC reports $4.8 billion in regulatory assets under management on its Form ADV.
Klingman and Associates, LLC reports 25 employees.
Klingman and Associates, LLC is based in New York, NY and has been SEC-registered since 2007.
Klingman and Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 120 West 45th Street, Suite 3800, New York, NY 10036 |
| Phone | 212-867-7647 |
| Fax | 212-752-2150 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1662449 |
| Discloses disciplinary history | No |
| Discretionary | $3.47B |
| Non-discretionary | $1.36B |
| Total (RAUM) | $4.84B |