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Conifer Investments Ltd

● SEC registered since 1994CRD 106159SEC# 801-47009West Hartford, CT
Export (members)
Reg. AUM
$465.8M
Employees
3
Accounts
85
Location
West Hartford, CT

Conifer Investments Ltd assets under management

Conifer Investments Ltd is a registered investment adviser overseen by the SEC based in West Hartford, CT. The firm has been registered since 1994. It reports $465.8 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Conifer Investments Ltd owners & executives

1 reported
NameTitleOwnershipSince
Carolyn Anne Paldino ControlPresident/Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Conifer Investments Ltd manage?

Conifer Investments Ltd reports $465.8 million in regulatory assets under management on its Form ADV.

How many employees does Conifer Investments Ltd have?

Conifer Investments Ltd reports 3 employees.

Where is Conifer Investments Ltd located?

Conifer Investments Ltd is based in West Hartford, CT and has been SEC-registered since 1994.

Does Conifer Investments Ltd disclose fund performance?

Conifer Investments Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address65 Lasalle Road, Suite 402, West Hartford, CT 06107
Phone860-761-1041
Fax860-761-1042
Office hours8:30 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$105.1M
Non-discretionary$360.7M
Total (RAUM)$465.8M