Conifer Management provides investment advice to private funds, investing in equity, debt, and other securities. The firm uses fundamental, bottom-up analysis to identify investment opportunities. Conifer Management manages client assets on a discretionary basis.
Assets Under Management$4.7B
Clients6
AdvisorsN/A
Avg. per Client$780M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Conifer Management charges an advisory fee ranging from 0.50% to 0.60% per year, paid quarterly in advance. The fee is based on the market value of your portfolio. The firm may also receive performance-based compensation.
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