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| Keyboard |
| Conifer Investments Ltd
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|---|---|
| CRD # | 106159 |
| SEC # | 801-47009 |
| CIK # | |
| AUM | 524.0 M (2026-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 860-761-1041 |
| Address | 65 LaSalle Road West Hartford, CT 06107 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 354.1 |
| (b) Individuals (high net worth individuals) | 24 | 150.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 19.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 83 | 524.0 |
| By Discretionary | ||
| Discretionary | 56 | 141.3 |
| Non-Discretionary | 27 | 382.7 |
| Total | 83 | 524.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 524.0 | |
| Total | 83 | 524.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bostonpremier Wealth LLC
✚
|
MA | 525.2 M |
|
5th Street Advisors LLC
✚
|
CT | 524.5 M |
|
Essential Planning LLC
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NH | 524.4 M |
|
Mowery & Schoenfeld Wealth Management LLC
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IL | 524.4 M |
|
Denver PWM LLC
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|
CO | 524.4 M |
|
Pathway Financial Advisers LLC
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|
IN | 524.2 M |
|
DLK Investment Management
✚
|
CA | 524.0 M |
|
Convergence Investment Partners LLC
✚
|
FL | 523.6 M |
|
Financial Gravity Asset Management Inc
✚
|
TX | 523.4 M |
|
Churchill Financial Advisors LLC
✚
|
KY | 522.9 M |