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- Custodian
- Pershing · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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