KLINGENSTEIN FIELDS ADVISORS

Legal name: KF GROUP, LP

CRD 304186File 801-116774

APPROVED

Retail clients

Custody

Filing as of Jul 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

Not reported

Discretionary AUM

Not reported

Clients

Not reported accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Partnership
Firm type: Registered
SEC region: NYRO
Registration date: May 29, 2019
Principal office: 125 PARK AVE, SUITE 320, NEW YORK, NY, 10017-5529
Phone: 212-492-7000
Website: https://www.linkedin.com/company/solaris-group-llc

Assets & accounts

ADV Item 5F

Total regulatory AUM: Not reported
Discretionary AUM: Not reported
Non-discretionary AUM: Not reported
Discretionary accounts: Not reported
Non-discretionary accounts: Not reported
Total accounts: Not reported
AUM per client: —

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	13	$0
High net worth individuals	44	$0
Pension and profit sharing plans	Fewer than 5	$0
Individuals (other than high net worth individuals)	5	$0

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.