Kf Group, Lp
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 63
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $0 | — |
| High net worth individuals | 44 | $0 | — |
| Pension and profit sharing plans | 1 | $0 | — |
| Charitable organizations | 13 | $0 | — |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $58.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| The Solaris Ara Fund, L.P. | Other Private Fund | Delaware | $58.4M | 37 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fields, Kenneth, Harvey | Limited Partner And Executive Chairman | Jan 2019 (8y) | Less than 5% | |
| James Wagner Fields | Executor | Jan 2019 (8y) | Less than 5% | |
| Chambers, Maria | Chief Compliance Officer | May 2019 (7y) | Less than 5% | |
| Kenneth David Pollinger | Limited Partner, Chairman And Co Chief Executive Officer | May 2019 (7y) | Less than 5% | |
| Curry, Susan, H. | Limited Partner And Chief Operations Officer | Jun 2019 (7y) | Less than 5% | |
| Jonathan Roberts | Limited Partner | CFA Chartered Investment Counselor | Jun 2019 (7y) | Less than 5% |
| Lee, Yuh Yng | Limited Partner And Chief Financial Officer | Jan 2022 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| G4 2007 K Investments, L.L.C. | Limited Partner | May 2019 | A | 75% or more |
| Kf Holdings Gp, Llc | General Partner | Apr 2019 | A | Less than 5% |
| Estate Of Frederick A. Klingenstein | Member | May 2019 | B | ≈ 56.25% – 100% via G4 2007 K Investments, L.L.C. |
| Klingenstein Management Corporation | Manager | May 2019 | B | GP / trustee / elected manager of Kf Holdings Gp, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Estate Of Frederick A. Klingenstein: 75% – 100% of G4 2007 K Investments, L.L.C. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $58.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| The Solaris Ara Fund, L.P. | Other Private Fund | $58.4M | $1.0M | 37 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗