CONIFER INVESTMENTS LTD

Overview

Conifer Investments Ltd is an independent, SEC-registered advisory firm organized as a corporation and operating as a capital allocator for individual and family clients. The firm’s advisory services focus on portfolio management for individuals and small businesses and on selecting outside advisers when clients require manager-driven or specialized strategies. Conifer favors liquid, listed instruments for core exposures and is not positioned as an active ESG investor. Fee arrangements are a mix of percentage-of-AUM and fixed fees, reflecting a hybrid approach to client billing. Investment behavior on the ADV and asset mix point to an equity-first posture: the firm uses exchange-traded equities as its principal vehicle for implementing equity strategies, and it supplements those positions with mutual funds where appropriate. Conifer’s role as a selector of other advisers suggests it will outsource specialized sleeves or alternative strategies to third-party managers when client mandates call for them.

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Public Holdings

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Location & Offices