|
⚲
|
| Conservation Resource Partners LLC
✚
|
|
|---|---|
| CRD # | 160706 |
| SEC # | 801-73775 |
| CIK # | |
| AUM | $833.4 MM (2023-03-30) |
| Employees | 16 (38% Investors, 0% Brokers) |
| Phone | 603-658-0143 |
| Address | 8 Center Street Exeter, NH 03833 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Conservation Forestry Capital IV LP | [2017-03-29] | 268.9 | 299.4 |
| RE | Conservation Forestry Capital III LP | [2015-03-25] | 242.8 | 226.2 |
| RE | Conservation Forestry Parallel Fund II-B LP | [2012-02-14] | 148.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 3 | 674.1 |
| (g) Pension and profit sharing plans | 0 | 129.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 4 | 803.9 |
| By Discretionary | ||
| Discretionary | 4 | 803.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 803.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 129.8 | |
| United States Persons | 674.1 | |
| Total | 4 | 803.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 | |
|---|---|---|---|---|
| Paul Young | 17 | |||
| John Tomlin | 8 | |||
| Kent Gilges | 8 | |||
| Fred Blum | 7 | |||
| Scott Mooney | 3 | |||
| Dag Rutherford | 3 | |||
| Conservation Forestry IV LLC | 2 | |||
| Conservation Forestry III LLC | 2 | |||
| Deborah Fortin | 2 | |||
| Shari Drewes | 1 | |||
| View All | ||||
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