Conifer Management, Llc
- Regulatory AUM
- $4.5B
- Discretionary
- $4.5B
- Clients
- 6
- Avg AUM / client
- $755M
- Accounts
- 6
- Employees
- 29
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $4.5B | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $4.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Acacia Partners, L.P. | Hedge Fund | Delaware | $1.6B | 361 |
| Acacia Conservation Fund, L.P. | Hedge Fund | Delaware | $1.4B | 324 |
| Acacia Institutional Partners, L.P. | Hedge Fund | Delaware | $1.1B | 99 |
| Acacia Conservation Master Fund (Offshore), L.P. master | Hedge Fund | Cayman Islands | $423M | 63 |
| Acacia Ii Partners, L.P. | Hedge Fund | Delaware | $106M | 97 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alexander, Gregory | Managing Member | Apr 2000 (26y) | 75% or more | |
| Dennis, Patrick, Lewis | Chief Financial Officer | Jul 2018 (8y) | Less than 5% | |
| Lee Cotoia, Yau Dun | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Rusk, Jennifer, E | Chief Operating Officer | Sep 2023 (3y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (5, $4.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Acacia Partners, L.P. | Hedge Fund | $1.6B | $0 | 361 |
| Acacia Conservation Fund, L.P. | Hedge Fund | $1.4B | $0 | 324 |
| Acacia Institutional Partners, L.P. | Hedge Fund | $1.1B | $0 | 99 |
| Acacia Conservation Master Fund (Offshore), L.P. | Hedge Fund | $423M | $100K | 63 |
| Acacia Ii Partners, L.P. | Hedge Fund | $106M | $0 | 97 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.2 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
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗