C
CRD: 106159
Conifer Investments LTD
West Hartford, CT, 06107
8607611041
$524.0M Total AUM
$141.3M Disc. AUM
13.5% 3Y CAGR
3 Employees
41 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-21-1994
- Office Locations
- 1
Office Locations
61 South Main Street West Hartford CT
About Conifer Investments LTD
Conifer Investments LTD is a West Hartford-based RIA. The firm has been operating for 31 years. Managing $524.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and State Street. Services offered include Estate Planning, Portfolio Construction, Tax Planning.
Team overview
57 AVG AGE
$174.7M AVG AUM / ADVISOR
$12.8M AVG AUM / CLIENT
31.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Optima harbor
Investment Themes
Value element
Investment Vehicles
North matrix
Services
Pathway Vertex Capital signal
Owner & Executives
CAROLYN ANNE PALDINO
Chief Compliance Officer, Owner, President
- CRD
- #4363324
- Ownership
- 75% or more
(396) 860-8714
north.north@pioneercapital.com
in linkedin.com/in/ridge-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,300,097 | $2,523,216 |
| Non-Discretionary | $382,734,174 | $14,175,340 |
| Total | $524,034,271 | $6,313,666 |
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Separately Managed Accounts
Total SMA Asset: $524,034,271
Equity - Exchange:
22.8% Corporate - Investment Grade:
18.6% Municipal Bonds:
23.1% U.S. Government/Agency:
17.2% Cash:
18.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $203,826,095 | 22.8% |
| Corporate - Investment Grade | $166,279,182 | 18.6% |
| Municipal Bonds | $206,508,017 | 23.1% |
| U.S. Government/Agency | $153,763,545 | 17.2% |
| Cash | $163,597,260 | 18.3% |
| Total | $893,974,099 | 100.0% |