{"url":"https://nivawealth.com/firms/tocqueville-asset-management-105690","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105690","regulatoryAum":10239765232,"crd":"105690","secFileNumber":"801-36209","legalName":"Tocqueville Asset Management LP","displayName":"Tocqueville Asset Management","website":"http://www.tocqueville.com","linkedinUrl":"http://www.linkedin.com/company/43419/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"40 West 57th Street, 19th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10019"},"tradeNames":[],"registration":{"secApproved":"27 April 1990","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":73,"advisory":35,"brokerDealerReps":33,"insuranceAgents":0,"promoters":5},"aum":{"discretionary":9316887464,"discretionaryAccounts":2193,"nonDiscretionary":922877768,"nonDiscretionaryAccounts":121,"wrapProgram":777215525,"nonUsClientsPct":4,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":418,"regulatoryAum":53881121},{"label":"High-net-worth individuals","clients":741,"regulatoryAum":5672225602},{"label":"Investment companies","clients":3,"regulatoryAum":956213293},{"label":"Pooled investment vehicles","clients":8,"regulatoryAum":254265135},{"label":"Pension and profit-sharing plans","clients":15,"regulatoryAum":599656746},{"label":"Charitable organizations","clients":42,"regulatoryAum":1176631427},{"label":"State or municipal government entities","clients":6,"regulatoryAum":290893515},{"label":"Other investment advisers","clients":6,"regulatoryAum":774889478},{"label":"Insurance companies","clients":5,"regulatoryAum":181534379},{"label":"Corporations and other businesses","clients":26,"regulatoryAum":279574536}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":4915443260}],"custodyNote":"Tocqueville Asset Management has custody of $2.44B for 283 clients.","otherCustodians":[],"leadership":[{"name":"Paul Kleinschmidt","title":"CEO & President of GP","crd":"5102086"},{"name":"Scott Schlesinger","title":"Chief Operating Officer and Vice President of GP","crd":"1252675"},{"name":"Jeffrey Zatkowsky","title":"Chief Financial Officer","crd":"7356580"},{"name":"Kelsey Graham","title":"Chief Compliance Officer","crd":"5976494"},{"name":"Robert Kleinschmidt","title":"Chairman of GP","crd":"855215"},{"name":"Alexander Kleinschmidt","title":"Trustee","crd":"4858430"}],"ownership":[{"label":"Tocqueville Management Corp.","detail":"General partner in the 75% or more ownership band and a control person, since January 1990."},{"label":"Robert W. Kleinschmidt Irrevocable Dynasty Trust","detail":"Limited partner in the 10% to 25% ownership band, since November 2011."},{"label":"Robert W. Kleinschmidt","detail":"Limited partner in the 10% to 25% ownership band, since November 2011."},{"label":"Alexander Kleinschmidt","detail":"Trustee in the 10% to 25% ownership band, since November 2011. Also trustee of Robert W. Kleinschmidt Irrevocable Dynasty Trust, since November 2011."},{"label":"Paul Kleinschmidt","detail":"Trustee in the 10% to 25% ownership band, since November 2011."},{"label":"Lara R. 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They include 741 high-net-worth individuals, 418 other individuals and 42 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Tocqueville Asset Management offer?","answer":"Tocqueville Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Tocqueville Asset Management use?","answer":"Tocqueville Asset Management’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $4,915,443,260. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Tocqueville Asset Management have?","answer":"Tocqueville Asset Management has 27 investment adviser representatives registered with state securities authorities, out of 73 employees, and 35 perform investment advisory functions. 33 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Tocqueville Asset Management invest in?","answer":"At the end of its last fiscal year, Tocqueville Asset Management’s separately managed accounts held 75% exchange-traded equities, 9% registered funds (mutual funds, ETFs, BDCs), 6% U.S. government and agency bonds, 5% cash and equivalents, 3% investment grade corporate bonds and 2% state and local bonds. It advises 5 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Tocqueville Asset Management?","answer":"Tocqueville Asset Management is owned through a trust and a holding company by Robert Kleinschmidt. Its direct owners are Tocqueville Management Corp. (75% or more), Robert W. Kleinschmidt Irrevocable Dynasty Trust (10% to 25%), Robert W. Kleinschmidt (10% to 25%), Alexander Kleinschmidt (10% to 25%), Paul Kleinschmidt (10% to 25%), Lara R. Kleinschmidt (10% to 25%) and Kim A Kleinschmidt (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Tocqueville Asset Management get paid?","answer":"Tocqueville Asset Management is paid through a percentage of assets under management and performance-based fees. 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