Conifer Investments
Conifer Investments is a multi-family office headquartered in West Hartford, United States.
Conifer Investments
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.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
West Hartford
Corporate office
65 Lasalle Road, West Hartford, CT
Frequently asked questions
What is Conifer Investments?
Conifer Investments is a multi family office headquartered in West Hartford.
Where is Conifer Investments headquartered?
Conifer Investments is headquartered in West Hartford, in the North America region.
What does Altss track for Conifer Investments?
Altss maintains an OSINT-verified profile of Conifer Investments covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Conifer Investments?
Conifer Investments is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Conifer Investments?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Conifer Investments?
Conifer Investments's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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