Investment adviser · CRD 304186

KLINGENSTEIN FIELDS ADVISORS

Investment adviser filing (IA)

KF GROUP, LP

NEW YORK, NY, United States · Form ADV filed Jul 1, 2026

Employees
7
Reported in this filing
Advisory professionals
0
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals5$0Not reported
High-net-worth individuals44$0Not reported
Retirement plansFewer than 5$0Not reported
Charities13$0Not reported
Filing source

Form ADV 2117013 · Jul 1, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

THE SOLARIS ARA FUND, L.P.Other Private Fund · Last reported Mar 28, 2024$58.4MGross asset value

Form D fundraising filings

Solaris ARA Fund, L.P.

Auditor COHNREZNICK LLP NEW YORK, New York, United States
Custodian CHARLES SCHWAB & CO., INC. ORLANDO, Florida, United States Related to adviser: No
Prime broker CHARLES SCHWAB & CO., INC. ORLANDO, Florida, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

COHNREZNICK LLP
PCAOB 596

Fund details & source
Fund ID
805-5829803601
Reported beneficial owners
37
Minimum commitment
$1M
Form D file number
021-168031

Form ADV 1858888 · Mar 28, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 1, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

125 PARK AVE, SUITE 320
NEW YORK, NY, 10017-5529, United States

CRD 304186

Filing source

Form ADV 2117013 · Jul 1, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.