Klingenstein Fields & Company
Multi family office in the United States, founded 1989; estimated AUM $5.2B; focus on healthtech, consumer and software.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- United States
- OFFICES
- San Francisco, CA, United States
- FOUNDED
- 1989
- AUM
- ~$5.2B (2026, press estimate)
Investment approach
- ROUTES
- Companies (direct)
Overview
Headquartered in the United States, the firm is listed as a multi family office founded in 1989. Its assets under management are estimated at $5.2B (2026); sectors on record are healthtech, consumer and software. Other offices: San Francisco, CA, United States; it invests directly in companies; 4 people are named on its team.
People
- Jonathan RobertsFormer Chair of the Board of Governors, Investment Adviser Association · source
- Kenneth H. FieldsCo-Founder and Co-Chairman · source
- James WilliamsPresident and CEO · source
- Andrew KlingensteinCEO of the Esther A. and Joseph Klingenstein Fund and Trustee · source
Frequently asked questions
Klingenstein Fields & Company is a multi family office based in the United States, founded in 1989.
Klingenstein Fields & Company invests directly in companies. Capital origin: client families' capital.
Klingenstein Fields & Company invests in HealthTech, Consumer & E-commerce and Software & SaaS.
Key people at Klingenstein Fields & Company include Kenneth H. Fields (Co-Founder and Co-Chairman), James Williams (President and CEO), Andrew Klingenstein (CEO of the Esther A. and Joseph Klingenstein Fund and Trustee) and Jonathan Roberts (Former Chair of the Board of Governors, Investment Adviser Association).