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Klingman & Associates
Klingman & Associates operates as a multi-family office established by Gerard Klingman. The firm supplies advisory services focused on portfolio construction,...
Klingman & Associates
Klingman & Associates operates as a multi-family office established by Gerard Klingman. The firm supplies advisory services focused on portfolio construction, risk management and generational wealth transfer for its client families. Allocations span fund of funds, hedge funds, private credit, private equity and real estate. All positions sit inside North America. No individual holdings or co-investors appear in public materials. The firm lists four principals and maintains memberships in Barron's Top 100 Independent Advisors and Forbes Top Wealth Advisors rankings as of 2024. Philanthropic activity includes support for Best Buddies International, Guiding Eyes for the Blind, Make-A-Wish Foundation and The Headstrong Project. Governance stays within the Klingman family and close business partners, with no external board or succession vehicle disclosed.
General information
Firm type
Multi Family Office
Year founded
2007
AUM
4800 (Altss estimate)
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, United States
Principals
Michael Paley
Chief Operating Officer
Altss tracks 3 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Klingman & Associates?
Gerard Klingman serves as Founder and President. Michael Paley acts as Chief Operating Officer. Thomas Klingman serves as Wealth Advisor. Daniel Delmoro serves as Director of Investments.
What asset classes does Klingman & Associates use?
The firm allocates across fund of funds, hedge funds, private credit, private equity and real estate, all within North America.
Is Klingman & Associates a single-family or multi-family office?
It operates as a multi-family office serving multiple high-net-worth families rather than a single lineage.
Where does the firm maintain its headquarters?
Klingman & Associates is based in New York.
Does the firm disclose specific portfolio holdings?
No named portfolio companies or fund commitments appear in available materials.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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