CONIFER BAY CAPITAL LLC

Overview

Conifer Bay Capital LLC is an independent registered investment adviser operating as a limited liability company that serves both individual/family and institutional clients. The firm focuses on fee-based financial planning and portfolio management for individuals and small businesses, using a mix of percentage-of-AUM and fixed-fee arrangements. Conifer Bay is primarily a discretionary manager — the bulk of client assets are managed under discretionary mandates — and it is not positioned as a capital allocator. The firm does not identify as an active ESG investor. Investment activity is centered on pooled public funds and mutual funds as the primary building blocks for client portfolios, supplemented by targeted allocations to third-party alternative managers in areas such as real estate, commodities, and oil & gas. The adviser’s approach appears to favor externally managed vehicles (mutual funds and third-party funds) over holding large direct equity positions in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices