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CONIFER INVESTMENTS LTD
CRD 106159File 801-47009
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$524.0M
Above cohort median (national)
Discretionary AUM
$141.3M
Non-discretionary $382.7M
Clients
41
83 accounts
Employees
3
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 21, 1994
- Principal office
- 65 LASALLE ROAD, SUITE 402, WEST HARTFORD, CT, 06107
- Phone
- 860-761-1041
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $524.0M
- Discretionary AUM
- $141.3M
- Non-discretionary AUM
- $382.7M
- Discretionary accounts
- 56
- Non-discretionary accounts
- 27
- Total accounts
- 83
- AUM per client
- $12.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $19.0M |
| High net worth individuals | 24 | $150.9M |
| Individuals (other than high net worth individuals) | 17 | $354.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.