CONSERVATION RESOURCE PARTNERS, LLC
Firm details
- Headquarters
- EXETER, New Hampshire
- CRD number
- 160706
- Registered since
- March 20, 2012
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles80.71%
- Pension & Profit Sharing Plans19.29%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Conservation Resource Partners, LLC is a privately held limited liability company registered with the SEC since 2012 that specializes in real estate investment vehicles. The firm’s client base is institutional, and its advisory work centers on portfolio management for pooled investment vehicles and for business or institutional balance sheets. It functions as an adviser and sponsor — acting in roles such as general partner and managing member of pooled vehicles — rather than as a third‑party capital allocator. The firm charges both a percentage‑of‑assets fee and performance‑based fees on its managed vehicles. Conservation Resource Partners is not identified as an active ESG investor and does not operate as a multi‑state adviser in the data provided.
Assets & Accounts
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
Asset composition
- Private Funds98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3DEBORAH FORTIN
Chief Financial Officer & Chief Compliance OfficerCRD 6301977
STAVROS KOUTSANTONIS
Chief Operating Officer and Managing DirectorCRD 4411092
PAUL YOUNG
Chief Executive OfficerCRD 4053755
Contacts
3 of 4Jamey Chumbler
Managing DirectorCRD 7896446
Maria Corvino
CRD 8267247
KENT GILGES
MemberCRD 6024274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EXETER, NH
ROCKINGHAM
Location
EXETER, NH
Headquartered in EXETER, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ROCKINGHAM
- Address
- 8 Center St
- Time zone
- ET (UTC-5)
- Office locations
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