Conifer Management, LLC

RIASEC RegisteredEst. 2016
Total AUM
$4.5B
Discretionary
$4.5B
100% of AUM
Avg account
$755M
Accounts
6
Employees
29
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
283492
Registered since
June 27, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Conifer Management, LLC is an SEC-registered hedge fund manager organized as a limited liability company and operating since 2016. The firm focuses on institutional clients and manages pooled investment vehicles; it also serves in CPO/CTA capacities and acts as sponsor, general partner, or managing member for funds it operates. Its fee model combines a percentage-of-assets management fee with performance-based compensation. Conifer does not self-identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Jennifer Rusk

    Jennifer Rusk

    Chief Operating OfficerCRD 5265976

  • Yau Dun Lee-cotoia

    Yau Dun Lee-cotoia

    Chief Compliance OfficerCRD 6532968

  • Patrick Dennis

    Patrick Dennis

    Chief Financial OfficerCRD 6583737

Contacts

2 of 2
  • Gregory Alexander

    AnalystCRD 1545329

  • Michael Benwitt

    Michael Benwitt

    General CounselCRD 6046442

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
45 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth