KF GROUP, LP
DBA: KLINGENSTEIN FIELDS ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Employees | 7 |
| Peak AUM | $0May 2019 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Employees | 7 | 0.0% | 0.0% | +7.0% | |
Key Metrics
| Total AUM | N |
| Employees | 7 |
| Client Range | 11-25 |
Contact & Location
Address
125 PARK AVE
NEW YORK NY 10017-5529
Phone
212-492-7000
Filing History
19 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment AdviserLaw Firm