Klingenstein Fields Wealth Advisors is a wealth manager based in New York, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Klingenstein Fields Advisors (KF Advisors), a leading independent wealth advisor based in New York, acquired The Solaris Group, LLC (Solaris) in 2019. Our approach focuses on delivering strong risk-adjusted returns and minimizing the impact of taxes when applicable. We believe that portfolio diversification, utilizing a range of asset classes, including equity, fixed income and non-traditional assets, can potentially provide alpha and manage risk. We carefully assess your unique opportunities and challenges and identify the solutions we believe align with your needs.???? For Non-profits For operating non-profit organizations, we understand the need to consider the interrelationship between the investment pool and the entity's operating performance, debt structure, capital projects and projected cash flows. In addition, we formulate a sense of the organization's character. If it is well-regarded, it is because key facets, such as staff, management, programming and facilities, can translate into a positive reputation, enabling it to successfully fund raise. This broader approach enables us to determine how organizations may want to adjust strategy to accommodate different situations. For example, declining operating results and a burdensome debt structure might dictate alterations to the spending rate and/or the investment allocation mix, while solid operating results with strong funding support from the community, might warrant consideration of more aggressive capital projects.
Investment types: Direct Investing, Distressed Debt Investing, Equity Financing, Investment Funds, Joint Venture/Partner, Long-Term Investments, Philanthropy, Project Funding
Sectors & themes: All Industry Sectors, Charitable Investments, Community & Social Welfare, Distressed Securities, Emerging Market Fund, ESG & Sustainability, Impact Investing, Legal & Tax Services, Multi-Asset Investing, Real Assets, Socially Responsible Investments (SRI), Trust Management, Wealth & Estate Planning, High-Level Sectors, High-Level Investing, Non-Profit, Finance, Alternative Investments, Values-Based Investing, Financial Services, Traditional Investments (Liquid Assets)
Preferred geographies: Africa, Asia/Pacific, Australia/New Zealand, Canada, Emerging Markets, Europe, Global, Latin America, United Kingdom, United States
Location: 125 Park Avenue\nSuite 1700\nNew York\nNew York\n10017\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.