# Conifer Investments

Conifer Investments is a Multi Family Office based in West Hartford, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** West Hartford, United States
- **Region:** North America
- **Address:** 65 LaSalle Road, Suite 402, West Hartford, CT 06107
- **Founded:** 1982
- **Assets under management:** 466 (Altss estimate)
- **Website:** conifer.net
- **LinkedIn:** linkedin.com/company/conifer-investments-limited

## Regulatory record

- **CRD number:** 106159
- **SEC file number:** 801-47009
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106159

## About

Conifer Investments was founded in 1982 and remains headquartered in West Hartford, Connecticut. Carolyn A. Paldino serves as owner and president. H. Alex Vance Jr. is listed among the founders and maintains ties to the H A Vance Foundation. The firm supplies discretionary and non-discretionary portfolio management across public securities and other holdings. It serves high-net-worth individuals, charitable organizations, and private clients through 88 accounts. Conifer also acts as an investor and supporter of the Cooperative Fund of the Northeast. Geographic activity centers on the United States with no disclosed international offices. The team size is not publicly stated. Conifer maintains one known office at 65 LaSalle Road. Carolyn A. Paldino sits on the board of the YMCA of Greater Hartford. The H A Vance Foundation, with which the firm is affiliated, belongs to the Connecticut Council for Philanthropy. Conifer functions as a multi-family office that also manages assets for named external families and foundations rather than a single lineage. This structure separates its advisory mandate from any one operating business or primary wealth source.

## People

- Carolyn A. Paldino — Owner and President
- H. Alex Vance Jr. — Founder

## Questions

### Who runs investment decisions at Conifer Investments?

Carolyn A. Paldino serves as owner and president and oversees the firm. H. Alex Vance Jr. is listed as a founder with ongoing foundation ties.

### What asset classes does Conifer Investments deploy into?

The firm manages publicly traded securities and other holdings through discretionary and non-discretionary accounts. Specific allocations beyond that are not disclosed.

### Does Conifer Investments participate in co-investments or external funds?

Conifer is recorded as a supporter and investor in the Cooperative Fund of the Northeast.

## Related profiles

- [Cruden Bay Investment Management](https://altss.com/profile/cruden-bay-investment-management)
- [Admiralty Private Client Group](https://altss.com/profile/admiralty-private-client-group)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/conifer-investments

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology