Provided by Convergence Inc.
Institutional intelligence for the asset management industry

CONIFER MANAGEMENT

Business and Investment Profile

The CONIFER MANAGEMENT is a privately held investment adviser that advises $4.53Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. CONIFER MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 40.85% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 10.1 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 45 ROCKEFELLER PLAZA 34TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.

Employee Profile

They have 29 employees comprised of 8 investment and 21 non-investment staff. The total number of Employees decreased by 6.45% over the last 5-years.

Asset Profile

Their $4.53Bn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $4.53Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat and ESG, representing 60.06% and 39.94% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 7 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

CONIFER MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: CONIFER MANAGEMENT

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Conifer Management, Conifer
Generated 2026-09-12T06:48:23.9440182.  © 2026 Convergence.