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- Custodian
- Pershing · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-27-1990
- Office Locations
- 1
Office Locations
About Tocqueville Asset Management LP
Tocqueville Asset Management (New York) advises affluent families with complex, multigenerational needs, pairing custom portfolio management with tax-sensitive planning, legacy/gifting guidance, household bill pay/accounting, and coordination with clients’ legal and tax advisors. Portfolios span equities, fixed income, alternatives and Qualified Opportunity Zone investing with a capital-preservation mindset. Clients work directly with the portfolio managers, who invest alongside them.
Reported data analysis
What the numbers show
Between June 4, 2025 and March 31, 2026, reported AUM increased 6.0%, from $9.7B to $10.2B.
Across 5 reported observations, AUM increased 6.2% between June 29, 2022 and March 31, 2026, from $9.6B to $10.2B.
Of the latest reported AUM, 91.0% is discretionary and 9.0% is non-discretionary.
The firm reports 35 advisory representatives and 1,270 clients, or 36.3 clients per representative. That equates to $8.1M in reported AUM per client.
The profile lists 1 reported office location and 36 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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Owner & Executives
ALEXANDER WILLIAM KLEINSCHMIDT
Equity Analyst
- CRD
- #4858430
- Ownership
- 10% but less than 25%
PAUL J KLEINSCHMIDT
President, Chief Executive Officer & Portfolio Manager
- CRD
- #5102086
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
Unlock allContacts
NORMAN DOUGLAS ADAMS
Analyst
- CRD
- #837996
MICHAEL LEWIS BERTASH
Institutional Client Sales
- CRD
- #1732623
Showing 2 of 36 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,316,887,464 | $4,248,467 |
| Non-Discretionary | $922,877,768 | $7,627,089 |
| Total | $10,239,765,232 | $4,425,136 |
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Separately Managed Accounts
SMA allocation detail is available
Tocqueville Asset Management LP has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Tocqueville Asset Management LP's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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