Conservation Resource Partners, Llc
- Regulatory AUM
- $822M
- Discretionary
- $822M
- Clients
- 3
- Avg AUM / client
- $274M
- Accounts
- 4
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $663M | 80.7% |
| Pension and profit sharing plans | 0 | $159M | 19.3% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $541M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Conservation Forestry Capital Iv, Lp | Real Estate Fund | Delaware | $324M | 6 |
| Conservation Forestry Capital Iii, L.P. | Real Estate Fund | Delaware | $198M | 42 |
| Conservation Forestry Parallel Fund Ii B, L.P. | Real Estate Fund | Delaware | $18.5M | 11 |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tomlin, John, Frederick | Member | Jul 2004 (22y) | 10% – 25% | |
| Young, Paul, Joseph | Member | Jul 2004 (22y) | 25% – 50% | |
| Gilges, Kent, William | Member | Aug 2007 (19y) | 10% – 25% | |
| Fortin, Deborah, B | Chief Compliance Officer | Mar 2014 (12y) | Less than 5% | |
| Brizius, Charles, Albert | Member/Manager | Jun 2016 (10y) | GP / trustee / elected manager of 1251 Capital Group Holdings, Llc (indirect) | |
| Maguire, Christopher, James | Manager | Jul 2016 (10y) | GP / trustee / elected manager of 1251 Capital Group Holdings, Llc (indirect) | |
| Wilson, Michael, Arthur Ross | Manager | Jul 2016 (10y) | GP / trustee / elected manager of 1251 Capital Group Holdings, Llc (indirect) | |
| Koutsantonis, Stavros | Managing Director, Conservation Farming | Jun 2017 (9y) | Less than 5% | |
| Hailer, John, Thomas | Member/Manager | Jan 2018 (9y) | 50% – 75% of 1251 Capital Group Holdings, Llc (indirect) | |
| Chumbler, Jamey | Managing Director, Conservation Forestry | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| F/M Managers Group, Llc | Member | Jan 2023 | A | 25% – 50% |
| 1251 Financing Company, Llc | Member | Oct 2018 | B | ≈ 14.06% – 50% via Diffractive Managers Group Payco, Llc |
| Diffractive Managers Group Payco, Llc | Member | Oct 2018 | B | ≈ 18.75% – 50% via F/M Managers Group, Llc |
| 1251 Capital Group, Inc | Managing Member | Oct 2018 | B | ≈ 10.55% – 50% via 1251 Financing Company, Llc |
| 1251 Capital Group Holdings, Llc | Shareholder | Oct 2018 | B | GP / trustee / elected manager of 1251 Capital Group, Inc (indirect) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- 1251 Financing Company, Llc: 75% – 100% of Diffractive Managers Group Payco, Llc × 75% – 100% of F/M Managers Group, Llc × 25% – 50% direct ≈ 14.06% – 50% of the firm
- Diffractive Managers Group Payco, Llc: 75% – 100% of F/M Managers Group, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- 1251 Capital Group, Inc: 75% – 100% of 1251 Financing Company, Llc × 75% – 100% of Diffractive Managers Group Payco, Llc × 75% – 100% of F/M Managers Group, Llc × 25% – 50% direct ≈ 10.55% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $541M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Conservation Forestry Capital Iv, Lp | Real Estate Fund | $324M | $1.0M | 6 |
| Conservation Forestry Capital Iii, L.P. | Real Estate Fund | $198M | $1.0M | 42 |
| Conservation Forestry Parallel Fund Ii B, L.P. | Real Estate Fund | $18.5M | $1.0M | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 2.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗