# Conifer Management, LLC

> Conifer Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 283492
- Filed as: CONIFER MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283492
- AdvisorCensus page: https://advisorcensus.com/firm/conifer-management-llc-new-york-ny-283492

## Quick answers

**How is Conifer Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Conifer Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Conifer Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.5% to 0.6% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Conifer Management, LLC located?**
Conifer Management, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Conifer Management, LLC registered with the SEC or a state?**
Conifer Management, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283492.

**How much does Conifer Management, LLC manage?**
Conifer Management, LLC reports $4,531,545,388 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Conifer Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Conifer Management, LLC: Regulatory assets under management: $7,661,235,467 in the October 2021 data and $4,531,545,388 in the October 2026 data, down 41%. Total employees: 31 in October 2021 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Conifer Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Conifer Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283492

**What changed in Conifer Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 8. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.5% to 0.6% a year (a range, as the brochure states it)

> The Adviser typically charges an advisory fee ranging from .50% to .60% per annum. The fee is payable in quarterly installments in advance on the first day of each calendar quarter

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $4,531,545,388
- Discretionary: $4,531,545,388
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $4,531,545,388 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 29 total, 8 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,661,235,467 | 31 | March 18, 2021 |
| October 2022 | $6,862,113,282 | 32 | March 30, 2022 |
| October 2023 | $4,584,197,607 | 31 | March 31, 2023 |
| October 2024 | $4,602,060,784 | 29 | March 27, 2024 |
| October 2025 | $4,661,873,385 | 29 | March 28, 2025 |
| October 2026 | $4,531,545,388 | 29 | March 31, 2026 |

Regulatory assets under management: $7,661,235,467 in the October 2021 data and $4,531,545,388 in the October 2026 data, down 41%.
Total employees: 31 in October 2021 and 29 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 8.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Conifer Management, LLC (CRD 283492): Form ADV filing data as of October 2026.