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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 (2016Q2)
Original 13F HR (0001606587-16-000698) filed in 2016.08.04
#
Name
Shares
Value ($)
%
Options
Notes
351 WISDOMTREE TR 23,255 824 0.27%
352 VANGUARD INDEX FDS 24,000 2,572 0.83%
353 VANGUARD TAX-MANAGED FDS 25,065 886 0.29%
354 POWERSHARES ETF TR II 25,335 629 0.20%
355 ROYAL BK CDA MONTREAL QUE 26,355 1,557 0.50%
356 ISHARES TR 28,370 1,883 0.61%
357 GENERAL ELECTRIC CO 32,257 1,015 0.33%
358 VANGUARD INTL EQUITY INDEX F 36,671 1,292 0.42%
359 VANGUARD INTL EQUITY INDEX F 38,824 1,664 0.54%
360 ISHARES TR 39,275 4,516 1.46%
361 ISHARES TR 45,596 1,819 0.59%
362 WESTERN ASSET EMERGING MKTS 46,782 720 0.23%
363 ISHARES TR 46,995 2,623 0.85%
364 ISHARES TR 48,011 4,094 1.32%
365 COHEN & STEERS GLOBAL INCORPORATED BLDR 48,095 419 0.14%
366 VANGUARD MALVERN FDS 49,744 2,461 0.80%
367 CALAMOS CONV & HIGH INCOME F 53,871 572 0.19%
368 SPDR S&P MIDCAP 400 ETF TR 55,190 15,024 4.86%
369 ISHARES TR 59,121 6,870 2.22%
370 NUVEEN SR INCOME FD 68,048 411 0.13%
371 VANGUARD INDEX FDS 70,996 6,295 2.04%
372 ISHARES TR 80,135 11,971 3.87%
373 CITIZENS FINL GROUP INC 84,500 1,688 0.55%
374 BLACKROCK FLOATING RATE INCO 88,863 1,169 0.38%
375 ISHARES TR 92,313 4,266 1.38%
376 OPPENHEIMER REV WEIGHTD ETF 119,972 4,890 1.58%
377 POWERSHARES ETF TR II 125,657 5,376 1.74%
378 ISHARES TR 128,084 14,944 4.83%
379 GLOBAL X FDS 128,549 1,775 0.57%
380 INVESCO SR INCOME TR 129,822 543 0.18%
381 FIRST TR SR FLG RTE INCM FD 139,762 1,796 0.58%
382 ISHARES TR 152,875 32,180 10.41%
383 SPDR S&P 500 ETF TR 155,980 32,674 10.57%
384 PJT PARTNERS INC 160,000 3,680 1.19%
385 POWERSHARES ETF TRUST 185,161 16,761 5.42%
386 SPDR SER TR 254,979 21,398 6.92%
387 ISHARES TR 294,431 8,430 2.73%
388 CLEARBRIDGE ENERGY MLP FD INCORPORATED 305,368 4,865 1.57%
389 CREDIT SUISSE NASSAU BRH 690,797 14,700 4.75%
390 JPMORGAN CHASE & CO 884,212 28,127 9.10%
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