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Conifer Investments Overview
Type
Family Office - Multi
General Information
Conifer Investments is a multi-family office headquartered in West Hartford, United States. Founded in 1982, the firm provides discretionary and non-discretionary portfolio management to high-net-worth individuals, charitable organizations, and other private clients, overseeing approximately $413 million in assets across 88 accounts. It leverages a lean, adviser-led structure and long-tenured leadership—delivering bespoke investment advisory and wealth planning services.
Contact Information
Website:
Year Founded:
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
65 Lasalle Road, West Hartford, CT
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