CONSERVATION RESOURCE PARTNERS, LLC
Adviser information for CONSERVATION RESOURCE PARTNERS, LLC last updated from Form ADV on March 29th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 16 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 4 | $682.7M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $682.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $541.2M |
| Pension and profit sharing plans | <5 | $141.6M |
| Charitable organizations | 0 | $0 |
| 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 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73775 |
|---|---|
| SEC ERA File Number | 801-73775 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 160706 |
| Legal Entity Identifier | None |
Principal Office
8 CENTER STREETEXETER
NH
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 603-658-0143, Fax: 603-658-0142
Chief Compliance Officer
DEBORAH B. FORTIN
8 CENTER STREET
EXETER
NH
United States
Tel:
603.658.0163
Fax:
603.658.0142
D******@************************T
(Full email address available in API data)
Regulatory Contact
PAUL J. YOUNG
CEO
8 CENTER STREET
EXETER
NH
United States
Tel:
603.658.0143
Fax:
603.658.0142
P*****@************************T
(Full email address available in API data)
Industry Affiliates
| CONSERVATION FORESTRY II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CONSERVATION FORESTRY III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CONSERVATION FORESTRY IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CONSERVATION FORESTRY V, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CONSERVATION RESOURCE PARTNERS, LLC | Other investment adviser, including financial planners |
| CONSERVATION RESOURCE VI, LLC | Sponsor, GP, manager of pooled investment vehicles |
| F/M INVESTMENTS LLC | Other investment adviser, including financial planners |
| ZCM | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CONSERVATION FORESTRY CAPITAL III, L.P. | Real Estate Fund | $198.3M | $1.0M | 42 |
| CONSERVATION FORESTRY CAPITAL IV, LP | Real Estate Fund | $324.4M | $1.0M | 6 |
| CONSERVATION FORESTRY PARALLEL FUND II-B, L.P. | Real Estate Fund | $18.5M | $1.0M | 11 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TOMLIN, JOHN, FREDERICK | Individual | – | MEMBER | 07/2004 | 10-25% |
| YOUNG, PAUL, JOSEPH | Individual | – | MEMBER | 07/2004 | 25-50% |
| BLUM, FREDERICK, WILLIAM | Individual | – | CHIEF FINANCIAL OFFICER | 04/2006 | < 5% |
| GILGES, KENT, WILLIAM | Individual | – | MEMBER | 08/2007 | 10-25% |
| FORTIN, DEBORAH, B | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2014 | < 5% |
| KOUTSANTONIS, STAVROS | Individual | – | MANAGING DIRECTOR, CONSERVATION FARMING | 06/2017 | < 5% |
| F/M MANAGERS GROUP, LLC | Domestic Entity | – | MEMBER | 01/2023 | 25-50% |
| 1251 FINANCING COMPANY, LLC | Domestic Entity | DIFFRACTIVE MANAGERS GROUP PAYCO, LLC | MEMBER | 10/2018 | > 75% |
| DIFFRACTIVE MANAGERS GROUP PAYCO, LLC | Domestic Entity | F/M MANAGERS GROUP, LLC | MEMBER | 10/2018 | > 75% |
| 1251 CAPITAL GROUP, INC | Domestic Entity | 1251 FINANCING COMPANY, LLC | MANAGING MEMBER | 10/2018 | > 75% |
| 1251 CAPITAL GROUP HOLDINGS, LLC | Domestic Entity | 1251 CAPITAL GROUP, INC | SHAREHOLDER | 10/2018 | |
| HAILER, JOHN, THOMAS | Individual | 1251 CAPITAL GROUP HOLDINGS, LLC | MEMBER/MANAGER | 01/2018 | 50-75% |
| MAGUIRE, CHRISTOPHER, JAMES | Individual | 1251 CAPITAL GROUP HOLDINGS, LLC | MANAGER | 07/2016 | |
| WILSON, MICHAEL, ARTHUR ROSS | Individual | 1251 CAPITAL GROUP HOLDINGS, LLC | MANAGER | 07/2016 | |
| BRIZIUS, CHARLES, ALBERT | Individual | 1251 CAPITAL GROUP HOLDINGS, LLC | MEMBER/MANAGER | 06/2016 | |
| Chumbler, Jamey | Individual | – | MANAGING DIRECTOR, CONSERVATION FORESTRY | 01/2023 | < 5% |