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KLINGENSTEIN FIELDS ADVISORS
KF GROUP, LP
CRD 304186 · SEC 801-116774
125 PARK AVE, SUITE 1700, NEW YORK, NY, 10017-5529, United States
Phone
212-492-7000
Fax
646-219-6638
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
7 total employees; 0 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Partnership
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING SERVICES TO NON-PROFIT ORGANIZATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $0 |
| High net worth individuals | 44 | $0 |
| Pension/profit sharing plans | 1 | $0 |
| Charitable organizations | 13 | $0 |
States served
CA, NJ, NY, PA, CT
All web addresses on file
Official SEC filing: View on IAPD