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Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

Klingman & Associates

Multi family office in the United States, founded 2007; estimated AUM $4.8B; focus on fintech, software and consumer.

Identity

HEADQUARTERS
United States
FOUNDED
2007
AUM
~$4.8B (2026, press estimate)

Investment approach

SECTORS
FintechSoftware & SaaSConsumer & E-commerce

Overview

This multi family office is based in the United States; it was founded in 2007. Its assets under management are estimated at $4.8B (2026); listed sector interests include fintech, software and consumer. 4 people are named on its team.

People

  • Gerard Klingman
    Founder and President · source
  • Michael Paley
    Chief Operating Officer · source
  • Thomas Klingman
    Wealth Advisor · source
  • Daniel Delmoro
    Wealth Advisor and Principal · source

Frequently asked questions

Klingman & Associates is a multi family office based in the United States, founded in 2007.

Klingman & Associates does not publicly state whether it puts its own money into companies or invests through funds.

Klingman & Associates invests in Fintech, Software & SaaS and Consumer & E-commerce.

Key people at Klingman & Associates include Gerard Klingman (Founder and President), Michael Paley (Chief Operating Officer), Thomas Klingman (Wealth Advisor) and Daniel Delmoro (Wealth Advisor and Principal).