CONIFER INVESTMENTS LTD

Adviser information for CONIFER INVESTMENTS LTD last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Connecticut, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	54	$83.3M
Non-Discretionary	34	$329.6M
Total	88	$412.9M

Clients

Type	Number	RAUM
Individuals	16	$281.1M
HNW Individuals	27	$116.9M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$14.8M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-47009
SEC ERA File Number	801-47009
SEC CIK Numbers	None
SEC CRD Numbers	106159
Legal Entity Identifier	None

Principal Office

65 LASALLE ROAD
SUITE 402
WEST HARTFORD
CT
United States

Monday - Friday, 8:30 AM - 5:00 PM

Tel: 860-761-1041, Fax: 860-761-1042

Chief Compliance Officer

CAROLYN A PALDINO

PRESIDENT

65 LASALLE ROAD

SUITE 402

WEST HARTFORD

United States

Tel: 860-761-1041

Fax: 860-761-1042

C*@**********T

(Full email address available in API data)

Regulatory Contact

PALDINO, CAROLYN A