CONIFER MANAGEMENT, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 283492
- Registered since
- June 27, 2016
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Conifer Management, LLC is an SEC-registered investment manager organized as an LLC and registered in 2016. The firm is structured and operated as a hedge-fund manager focused on institutional clients and typically manages capital through pooled investment vehicles. Conifer serves as a CPO/CTA and as sponsor, general partner, or managing member of its funds, providing portfolio management for those pooled vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees. The firm is not identified as an ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4JENNIFER Rusk
Chief Operating OfficerCRD 5265976
YAU DUN LEE-COTOIA
Chief Compliance OfficerCRD 6532968
MICHAEL BENWITT
Managing Director, Chief Operating OfficerCRD 6046442
Contacts
1 of 1GREGORY ALEXANDER
AnalystCRD 1545329
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 45 Rockefeller Plz
- Time zone
- ET (UTC-5)
- Office locations
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