Conifer Investments Ltd
Conifer Investments Ltd is an SEC-registered ria in West Hartford, CT with $524.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Conifer Investments Ltd: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106159, SEC 801-47009, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $524.0M (2026-03-31)
- Firm type
- Ria
- Location
- West Hartford, CT
- Employees
- 3
- Clients
- 41
- CRD
- 106159
- Ownership
- PALDINO, CAROLYN, ANNE; VANCE, JR, HERBERT ALEXANDER; VANCE, HERBERT, ALEXANDER
How much AUM does Conifer Investments Ltd have?
Conifer Investments Ltd reported $524.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Conifer Investments Ltd?
Disclosed owners and executives of Conifer Investments Ltd include PALDINO, CAROLYN, ANNE, VANCE, JR, HERBERT ALEXANDER, VANCE, HERBERT, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.