# CONIFER INVESTMENTS LTD

CONIFER INVESTMENTS LTD of WEST HARTFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 106159
- Type: SEC-registered investment adviser
- SEC file number: 801-47009
- Location: 65 LASALLE ROAD, SUITE 402, WEST HARTFORD, CT, 06107
- Phone: 860-761-1041
- Latest filing: 2026-03-31
- Regulatory AUM: $524.0M
- Discretionary AUM: $141.3M
- Non-discretionary AUM: $382.7M
- Clients: 3
- Accounts: 83

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Carolyn Anne Paldino | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| VANCE JR HERBERT ALEXANDER | CHAIRMAN; PRESIDENT | — |
| PALDINO CAROLYN ANNE | PRESIDENT/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106159/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106159/similar
- Related entities: https://search.stillhousedata.com/firm/106159/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106159

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.