# Conservation Resource Partners, LLC

> Conservation Resource Partners, LLC is an SEC-registered investment advisory firm in Exeter, NH, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 6, 2026.

- CRD: 160706
- Filed as: CONSERVATION RESOURCE PARTNERS, LLC
- Also doing business as: CONSERVATION FARMING, CONSERVATION FORESTRY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Exeter, NH
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160706
- AdvisorCensus page: https://advisorcensus.com/firm/conservation-resource-partners-llc-exeter-nh-160706

## Quick answers

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

**Where is Conservation Resource Partners, LLC located?**
Conservation Resource Partners, LLC's principal office is in Exeter, NH, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Conservation Resource Partners, LLC registered with the SEC or a state?**
Conservation Resource Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160706.

**How much does Conservation Resource Partners, LLC manage?**
Conservation Resource Partners, LLC reports $822,052,745 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary).

**How have Conservation Resource Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Conservation Resource Partners, LLC: Regulatory assets under management: $780,547,148 in the October 2021 data and $822,052,745 in the October 2026 data, up 5%. Total employees: 14 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Conservation Resource Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Conservation Resource Partners, 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/160706

**What changed in Conservation Resource Partners, LLC's recent Form ADV filings?**
In the June 2026 filing data: 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

### Regulatory assets under management (Item 5.F)
- Total: $822,052,745
- Discretionary: $822,052,745
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $663,458,296 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $158,594,449 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 17 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Canandaigua, NY

### Websites listed on Form ADV (Item 1.I)
- conservationfarming.net
- conservationforestry.net
- conservationresources.net
- LinkedIn @conservationresources

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $780,547,148 | 14 | March 25, 2021 |
| October 2022 | $803,929,666 | 16 | May 9, 2022 |
| October 2023 | $833,422,766 | 14 | March 30, 2023 |
| October 2024 | $682,730,409 | 16 | March 29, 2024 |
| October 2025 | $777,892,787 | 17 | March 12, 2025 |
| October 2026 | $822,052,745 | 17 | May 6, 2026 |

Regulatory assets under management: $780,547,148 in the October 2021 data and $822,052,745 in the October 2026 data, up 5%.
Total employees: 14 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Added an office in Canandaigua, NY.
- No longer lists an office in Greenville, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Conservation Resource Partners, LLC (CRD 160706): Form ADV filing data as of October 2026.