Conifer Management, LLC

Conifer Management, LLC is an SEC registered investment adviser established in 2000 and based in New York. The firm specializes in providing discretionary investment advisory services to private funds for sophisticated individual and institutional investors. Their investment strategy involves fundamental, bottom-up analysis to invest in equity, debt, and other securities. As of December 31, 2024, the firm managed approximately $4.66 billion in client assets on a discretionary basis. Conifer Management typically charges advisory fees ranging from 0.50% to 0.60% per annum, payable quarterly based on the market value of assets under management. Clients may also incur additional expenses such as brokerage commissions and fees associated with investments in money market funds or other entities. The firm may engage in various investment strategies including buy and hold, focused portfolio, margin transactions, hedging, short selling, and derivatives. Clients should be aware of the risks involved, including market fluctuations, lack of diversification, and potential losses. Conifer Management has policies in place to address conflicts of interest, including the allocation of investment opportunities among client accounts based on asset size. The firm also discloses its soft dollar arrangements for research and research-related services obtained through client commissions.