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Institutional Investment Manager
Klingman & Associates, LLC
Klingman & Associates, LLC (CIK: 0001662449) incorporated in New York, located at 120 West 45th Street, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q4)
Portfolio Summary: 406 holdings with a total value of $267,468,000.
#
Name
Shares
Value ($)
%
Options
Notes
401 SPDR S&P MIDCAP 400 ETF TR 47,110 11,968,000 4.47%
402 POWERSHARES ETF TRUST 175,286 15,220,000 5.69%
403 ISHARES TR 91,806 18,808,000 7.03%
404 SPDR SER TR 259,095 19,062,000 7.13%
405 JPMORGAN CHASE & CO 885,079 25,641,000 9.59%
406 SPDR S&P 500 ETF TR 163,377 33,308,000 12.45%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-16-000427, filed 2016.02.09).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.