CONIFER MANAGEMENT, LLC

RIASEC RegisteredEst. 2016
Total AUM
$4.5B
Discretionary
$4.5B
100% of AUM
Avg account
$755M
Accounts
6
Employees
29
Advisory reps
5

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • JENNIFER Rusk

    Chief Operating OfficerCRD 5265976

  • YAU DUN LEE-COTOIA

    Chief Compliance OfficerCRD 6532968

  • MICHAEL BENWITT

    Managing Director, Chief Operating OfficerCRD 6046442

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Contacts

1 of 1
  • GREGORY ALEXANDER

    AnalystCRD 1545329

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth