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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 (2016Q3)
Original 13F HR (0001606587-16-000789) filed in 2016.10.19
#
Name
Shares
Value ($)
%
Options
Notes
351 VANGUARD MALVERN FDS 71,301 3,540 1.07%
352 VANGUARD SPECIALIZED FUNDS 9,426 791 0.24%
353 VANGUARD TAX-MANAGED FDS 25,078 938 0.28%
354 VANGUARD WHITEHALL FDS 5,767 416 0.13%
355 VANGUARD WORLD FD 837 111 0.03%
356 VENTAS INC 379 27 0.01%
357 VERIZON COMMUNICATIONS INC 4,607 239 0.07%
358 VISA INC 1,152 95 0.03%
359 WABCO HLDGS INC 200 23 0.01%
360 WAL-MART STORES INC 1,870 135 0.04%
361 WASHINGTON REAL ESTATE INVT 2,000 62 0.02%
362 WELLS FARGO & CO NEW 1,303 58 0.02%
363 WESTAR ENERGY 665 38 0.01%
364 WESTERN ASSET EMERGING MKTS 45,282 736 0.22%
365 WESTERN ASSET GLOBAL CP DEFINE 3,584 63 0.02% PRN
366 WESTERN ASSET HIGH INCOME OP 5,062 26 0.01%
367 WILLIS TOWERS WATSON PUB LTD 37 5 0.00%
368 WISDOMTREE TR 2,000 123 0.04%
369 WISDOMTREE TR 491 26 0.01%
370 WISDOMTREE TR 600 46 0.01%
371 WISDOMTREE TR 23,205 872 0.26%
372 WISDOMTREE TRUST EUROPE SMCP DV ETF 622 34 0.01%
373 Western Asset Emerging Markets 11,346 131 0.04%
374 XCEL ENERGY INC 687 28 0.01%
375 YAHOO INC 1,250 54 0.02%
376 ZIMMER BIOMET HLDGS INC 200 26 0.01%
377 ZOETIS INC 875 46 0.01%
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