LP Profile

Conifer Investments

Multi Family Office (MFO)Hartford, United States
$360M
Assets Under Management
Hartford
Headquarters
Investment Focus

About Conifer Investments

Conifer Investments LTD operates as a financial advisor firm based in West Hartford, Connecticut. It controls $298.9 million in assets over 42 customer accounts, making it a mid-tier firm in the country by assets under management (AUM). 

Preferred Investment Types

Joint Venture/PartnerCo-investing

Preferred Sectors & Themes

Fund of FundsInvestment ManagementWealth & Estate PlanningFinanceFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Conifer Investments from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$524.0M
Total Clients
83
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Conifer Investments across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more multi family offices (mfo) and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Conifer Investments?

Conifer Investments is a multi family office (mfo) based in Hartford, United States, managing approximately $360M in assets.

Where is Conifer Investments headquartered?

Conifer Investments is headquartered in Hartford, United States.

How much does Conifer Investments manage?

Conifer Investments manages approximately $360M in assets under management.

What does Conifer Investments invest in?

Conifer Investments focuses on Joint Venture/Partner, Co-investing, Fund of Funds, Investment Management, Wealth & Estate Planning, Finance, Financial Services, Traditional Investments (Liquid Assets).

How can I contact Conifer Investments?

Verified contact details, key decision-makers, and investment preferences for Conifer Investments are available on LPbacked. Create a free account to access them.