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

Klingman And Associates

$4.1B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($294.2M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Buyout, Private Credit, 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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$294.2M
Total AUM: $4.1B
Median Disclosed Amount
$19.1M
Range: $5.0M – $25.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
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 — Klingman And Associates

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
FSN Capital IVAdviser 7.B Vehicle Private Equity 2025
$25.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Asana Partners Fund II, LPAdviser 7.B Vehicle Real Estate 2025
$24.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
SV Life Sciences Fund VI, L.P.Adviser 7.B Vehicle Buyout 2025
$21.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Comvest Credit Partners VIIAdviser 7.B Vehicle Private Credit 2025
$19.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fifth Wall Climate Tech Fund IIIAdviser 7.B Vehicle Venture Capital 2024
$15.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Klingman And Associates

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

Allocation-Policy / Pacing Update

Klingman And Associates (Family Office / MFO, $4.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.7% Actual; $95.1M Unallocated Target Bandwidth). SEC Form ADV (801-67783, CRD #125618) verified $4.14B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-25

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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 — Klingman And Associates

555 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Klingman And Associates (17 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 6 Shared Vehicles

Cape Ann Camellia Pendleton Mutual & Casualty Insurance General Account

Insurance Company Gloucester, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fifth Wall Climate Tech Fund III (2024 Vintage)
Klingman And Associates: $15.0M · SEC Form ADV 7.B
Cape Ann Camellia Pendleton Mutual & Casualty Insurance General Account: $44.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TPG Capital Asia VIII (2022 Vintage) · TPG Biotechnology Partners II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Choptank Camellia Osullivan Mutual & Casualty Insurance General Account

Insurance Company Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Capital Asia VIII (2022 Vintage)
Klingman And Associates: $20.2M · SEC Form ADV 7.B
Choptank Camellia Osullivan Mutual & Casualty Insurance General Account: $53.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TPG Biotechnology Partners II (2022 Vintage) · TPG Biotech V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Hartland Falmouth Waverly Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Biotechnology Partners II (2022 Vintage)
Klingman And Associates: $16.8M · SEC Form ADV 7.B
Hartland Falmouth Waverly Private Markets Primary & GP Seeder Fund-of-Funds: $78.0M · SEC Form ADV 7.B

Additional shared vehicles: TPG Capital Asia VIII (2022 Vintage) · TPG Biotech V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+552 Additional Institutional LPs Report Shared Vehicles with Klingman And Associates

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Klingman And Associates

You are viewing 5 open public preview records (out of 17 total tracked records for Klingman And Associates) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (555 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 Klingman And Associates

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

Frequently Asked Questions: Klingman And Associates

What type of institutional allocator is Klingman And Associates and what is their typical disclosed ticket size?

Klingman And Associates is categorized under Family Office / MFO (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 17 historical disclosure records tracked on Prilago ($294.2M total parsed USD across disclosed rows), the median disclosed amount is $19.1M (range: $5.0M to $25.9M).

Which private-market strategies appear in Klingman And Associates's public disclosures?

Klingman And Associates has disclosed records across Venture Capital, Real Estate, Buyout, Private Credit, Growth Equity. Open preview records include FSN Capital IV (2025 Vintage), Asana Partners Fund II, LP (2025 Vintage), SV Life Sciences Fund VI, L.P. (2025 Vintage), Comvest Credit Partners VII (2025 Vintage).

How are Klingman And Associates's historical records substantiated and separated from active searches on Prilago?

Records for Klingman And Associates 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 Klingman And Associates's full commitment history and contacts?

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

Which institutional LPs report shared underlying fund vehicles alongside Klingman And Associates?

In Prilago's bilateral commitment graph, Klingman And Associates shares resolved underlying fund vehicles with 555 institutional LPs across 17 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 Cape Ann Camellia Pendleton Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. Fifth Wall Climate Tech Fund III (2024 Vintage)), Choptank Camellia Osullivan Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. TPG Capital Asia VIII (2022 Vintage)), Hartland Falmouth Waverly Private Markets Primary & GP Seeder Fund-of-Funds (5 shared vehicles, e.g. TPG Biotechnology Partners II (2022 Vintage)).

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