WEST HARTFORD, CTCRD 106159Latest ADV March 31, 2026
Conifer Investments Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in West Hartford, CT. Its latest Form ADV filing, dated March 31, 2026, reports $524M in regulatory assets under management, 3 employees, and 83 accounts.
Assets Under Management
$524M
Employees
3
Offices
--
Total Clients
41
Primary office
WEST HARTFORD, CT
65 LASALLE ROAD, SUITE 402, WEST HARTFORD, CT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.5% of total clients.
Top client categories% of clientsClients
1
HNWI
58.5%
24
2
Individuals
41.5%
17
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$524Mas of March 31, 2026
Discretionary27.0%
$141M
27% of total RAUM27.0%
Non-discretionary73.0%
$383M
73% of total RAUM73.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$524M
Total Accounts83
10Y AUM Change+$279M (+113.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee14:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.