CONSERVATION RESOURCE PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$822M
Discretionary
$822M
100% of AUM
Avg account
$206M
Accounts
4
Employees
17
Advisory reps
7

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 98%, Cash & Cash Equivalents 2%98%
  • Private Funds98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • DEBORAH 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 4
  • Jamey Chumbler

    Managing DirectorCRD 7896446

  • Maria Corvino

    CRD 8267247

  • KENT GILGES

    MemberCRD 6024274

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth