Conifer Management, LLC (New York)

Conifer Management, LLC is a large advisory firm based in New York. It manages $6.81 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2016.

Conifer Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Conifer Management: assets under management

The assets under management (AUM) of Conifer Management, LLC is $6.81 billion, all of which is managed in discretionary accounts. $1.2 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $6.81 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.36 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Conifer Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Conifer Management serves?

The only and largest group of clients of Conifer Management is pooled investment vehicles with 5 clients and $6.81 billion of assets under management. Among the 10 most similar advisory firms, Conifer Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $6.81 billion for 5 clients. 20% of the firm’s clients are foreign persons or businesses.

Conifer Management also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $100,000.

Careers at Conifer Management, LLC

The company employs 31 people that are either part- or full-time employees. 26 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Alexander	Managing member	1 Apr 2000	50% - 75%	1545329
Girish Kumar Bhakoo	Managing member	1 Apr 2000	25% - 50%	2290696
Michael N Sloyer	Cco	1 Jan 2014	Other	5489166

Based in New York

The principal office where Conifer Management, LLC performs its advisory services is located at 9 West 57 Th Street, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-832-5280 or by fax 212-826-1265. The normal business hours are 9-5pm on Monday - Friday.