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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Klingenstein Fields Advisors

$4.0B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($246.7M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Venture Capital, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
14
5 Open Source Trails Below
Sum of Disclosed Rows
$246.7M
Total AUM: $4.0B
Median Disclosed Amount
$20.5M
Range: $4.0M – $27.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Klingenstein Fields Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
HighVista Private Equity XI LPAdviser 7.B Vehicle Private Equity 2025
$24.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
UP Ventures IIAdviser 7.B Vehicle Venture Capital 2025
$22.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NIS Preferred Stock QP Fund IIAdviser 7.B Vehicle Private Credit 2025
$20.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H&F Executive Fund IAdviser 7.B Vehicle Buyout 2024
$27.7M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Lone Star Fund XII, L.P.Adviser 7.B Vehicle Buyout 2024
$26.0M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Klingenstein Fields Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Klingenstein Fields Advisors (Family Office / MFO, $4.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 18.7% Actual; $11.9M Unallocated Target Bandwidth). SEC Form ADV (801-33347, CRD #105907) verified $3.97B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Klingenstein Fields Advisors

578 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Klingenstein Fields Advisors (14 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 2 Shared Vehicles

Wisconsin Investment Board (SWIB)

Public Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Thoma Bravo XV-A SCSp (2024 Vintage)
Klingenstein Fields Advisors: $20.5M · SEC Form ADV 7.B
Wisconsin Investment Board (SWIB): $250.0M · CAFR / Board Packet (SWIB 2024 ACFR p.142)

Additional shared vehicles: GTCR Strategic Growth Fund I (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 2 Shared Vehicles

CalSTRS

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lone Star Fund XII (2025 Vintage)
Klingenstein Fields Advisors: $26.0M · SEC Form ADV 7.B
CalSTRS: $100.0M · CAFR / Board Packet (CalSTRSPrivateEquityPerformanceReportFYE2025, p.5)

Additional shared vehicles: TPG Asia VII (A), L.P. (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 2 Shared Vehicles

STRS Ohio

Public Pension Plan Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Green Real Estate Debt Fund III (2022 Vintage)
Klingenstein Fields Advisors: $24.1M · SEC Form ADV 7.B
STRS Ohio: $100.0M · CAFR / Board Packet (STRS Ohio Board Meeting Minutes - August 2022)

Additional shared vehicles: Thoma Bravo XV-A SCSp (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+575 Additional Institutional LPs Report Shared Vehicles with Klingenstein Fields Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Klingenstein Fields Advisors

You are viewing 5 open public preview records (out of 14 total tracked records for Klingenstein Fields Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (578 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Klingenstein Fields Advisors

Buyout LPs →Private Credit LPs →Private Equity LPs →Venture Capital LPs →Growth Equity LPs →

Frequently Asked Questions: Klingenstein Fields Advisors

What type of institutional allocator is Klingenstein Fields Advisors and what is their typical disclosed ticket size?

Klingenstein Fields Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 14 historical disclosure records tracked on Prilago ($246.7M total parsed USD across disclosed rows), the median disclosed amount is $20.5M (range: $4.0M to $27.7M).

Which private-market strategies appear in Klingenstein Fields Advisors's public disclosures?

Klingenstein Fields Advisors has disclosed records across Buyout, Private Credit, Private Equity, Venture Capital, Growth Equity. Open preview records include HighVista Private Equity XI LP (2025 Vintage), UP Ventures II (2025 Vintage), NIS Preferred Stock QP Fund II (2025 Vintage), H&F Executive Fund I (2024 Vintage).

How are Klingenstein Fields Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Klingenstein Fields Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Klingenstein Fields Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/klingenstein-fields-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Klingenstein Fields Advisors?

In Prilago's bilateral commitment graph, Klingenstein Fields Advisors shares resolved underlying fund vehicles with 578 institutional LPs across 14 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Wisconsin Investment Board (SWIB) (2 shared vehicles, e.g. Thoma Bravo XV-A SCSp (2024 Vintage)), CalSTRS (2 shared vehicles, e.g. Lone Star Fund XII (2025 Vintage)), STRS Ohio (2 shared vehicles, e.g. Blackstone Green Real Estate Debt Fund III (2022 Vintage)).

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