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CONIFER INVESTMENTS LTD
CRD 106159 · SEC 801-47009
65 LASALLE ROAD, SUITE 402, WEST HARTFORD, CT, 06107, United States
Phone
860-761-1041
Fax
860-761-1042
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$524.0M
Discretionary AUM
$141.3M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $354.1M |
| High net worth individuals | 24 | $150.9M |
States served
CT
Official SEC filing: View on IAPD