Conifer Investments Ltd
● SEC registered since 1994CRD 106159SEC# 801-47009West Hartford, CT
Reg. AUM
$524M
Employees
3
Accounts
83
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 $524 million in regulatory assets under management and employs 3 people.
Conifer Investments Ltd owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carolyn Anne Paldino Control | President/Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Conifer Investments Ltd manage?
Conifer Investments Ltd reports $524 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
| Address | 65 Lasalle Road, Suite 402, West Hartford, CT 06107 |
| Phone | 860-761-1041 |
| Fax | 860-761-1042 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$524M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$524Mregulatory AUM
Discretionary $141.3MNon-discretionary $382.7M