CONIFER INVESTMENTS LTD
CRD #106159 SEC #801-47009 WEST HARTFORD, CT 860-761-1041
SEC Registered
Total AUM
$465.8M
Discretionary
$105.1M
Employees
3
Clients
0
Accounts
85
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $465.8M | $105.1M | $360.7M | 3 | 0 |
| Mar 2024 | $412.9M | $83.3M | $329.6M | 3 | 0 |
| Mar 2023 | $358M | $78.9M | $279.1M | 3 | 0 |
| Mar 2022 | $417M | $98.6M | $318.4M | 3 | 0 |
| Apr 2021 | $365.7M | $88.9M | $276.8M | 3 | 0 |
| Jun 2020 | $298.9M | $63.3M | $235.6M | 3 | 0 |
| Mar 2020 | $298.9M | $63.3M | $235.6M | 3 | 0 |
| Mar 2019 | $253.9M | $35.6M | $218.3M | 3 | 0 |
| Mar 2018 | $278.5M | $40.4M | $238M | 3 | 0 |
| Mar 2017 | $245.4M | $31.1M | $214.3M | 3 | 1 |
| Mar 2016 | $228.3M | $12.7M | $215.6M | 3 | 1 |
| Mar 2015 | $234.3M | $11.3M | $223.1M | 3 | 1 |
| Mar 2014 | $223.5M | $11.2M | $212.2M | 3 | 1 |
| Apr 2013 | $206.8M | $10.5M | $196.3M | 3 | 1 |
| Apr 2012 | $191.1M | $6M | $185M | 1 | 1 |
| Mar 2011 | $199.5M | $22.2M | $177.3M | 5 | -- |
| Mar 2009 | $178.1M | $100.9M | $77.1M | 5 | -- |
| Feb 2009 | $255.5M | $107.6M | $147.9M | 5 | -- |
| Mar 2008 | $255.5M | $107.6M | $147.9M | 5 | -- |
| Mar 2007 | $241.6M | $104.7M | $136.9M | 5 | -- |
| Mar 2006 | $202M | $84.8M | $117.2M | 5 | -- |
| Mar 2006 | $202M | $84.8M | $117.2M | 5 | -- |
| Feb 2005 | $178.2M | $60.6M | $117.6M | 5 | -- |
| Jan 2005 | $178.2M | $60.6M | $117.6M | 5 | -- |
| Aug 2004 | $178.2M | $60.6M | $117.6M | 5 | -- |
DateMar 2025
Total AUM$465.8M
Discretionary$105.1M
Non-Disc.$360.7M
Employees3
Clients0
DateMar 2024
Total AUM$412.9M
Discretionary$83.3M
Non-Disc.$329.6M
Employees3
Clients0
DateMar 2023
Total AUM$358M
Discretionary$78.9M
Non-Disc.$279.1M
Employees3
Clients0
DateMar 2022
Total AUM$417M
Discretionary$98.6M
Non-Disc.$318.4M
Employees3
Clients0
DateApr 2021
Total AUM$365.7M
Discretionary$88.9M
Non-Disc.$276.8M
Employees3
Clients0
DateJun 2020
Total AUM$298.9M
Discretionary$63.3M
Non-Disc.$235.6M
Employees3
Clients0
DateMar 2020
Total AUM$298.9M
Discretionary$63.3M
Non-Disc.$235.6M
Employees3
Clients0
DateMar 2019
Total AUM$253.9M
Discretionary$35.6M
Non-Disc.$218.3M
Employees3
Clients0
DateMar 2018
Total AUM$278.5M
Discretionary$40.4M
Non-Disc.$238M
Employees3
Clients0
DateMar 2017
Total AUM$245.4M
Discretionary$31.1M
Non-Disc.$214.3M
Employees3
Clients1
DateMar 2016
Total AUM$228.3M
Discretionary$12.7M
Non-Disc.$215.6M
Employees3
Clients1
DateMar 2015
Total AUM$234.3M
Discretionary$11.3M
Non-Disc.$223.1M
Employees3
Clients1
DateMar 2014
Total AUM$223.5M
Discretionary$11.2M
Non-Disc.$212.2M
Employees3
Clients1
DateApr 2013
Total AUM$206.8M
Discretionary$10.5M
Non-Disc.$196.3M
Employees3
Clients1
DateApr 2012
Total AUM$191.1M
Discretionary$6M
Non-Disc.$185M
Employees1
Clients1
DateMar 2011
Total AUM$199.5M
Discretionary$22.2M
Non-Disc.$177.3M
Employees5
Clients--
DateMar 2009
Total AUM$178.1M
Discretionary$100.9M
Non-Disc.$77.1M
Employees5
Clients--
DateFeb 2009
Total AUM$255.5M
Discretionary$107.6M
Non-Disc.$147.9M
Employees5
Clients--
DateMar 2008
Total AUM$255.5M
Discretionary$107.6M
Non-Disc.$147.9M
Employees5
Clients--
DateMar 2007
Total AUM$241.6M
Discretionary$104.7M
Non-Disc.$136.9M
Employees5
Clients--
DateMar 2006
Total AUM$202M
Discretionary$84.8M
Non-Disc.$117.2M
Employees5
Clients--
DateMar 2006
Total AUM$202M
Discretionary$84.8M
Non-Disc.$117.2M
Employees5
Clients--
DateFeb 2005
Total AUM$178.2M
Discretionary$60.6M
Non-Disc.$117.6M
Employees5
Clients--
DateJan 2005
Total AUM$178.2M
Discretionary$60.6M
Non-Disc.$117.6M
Employees5
Clients--
DateAug 2004
Total AUM$178.2M
Discretionary$60.6M
Non-Disc.$117.6M
Employees5
Clients--