# CONIFER SECURITIES LLC

CONIFER SECURITIES LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 23857
- Type: SEC-registered investment adviser
- SEC file number: 801-67797
- Location: ONE FERRY BUILDING, SUITE 255, SAN FRANCISCO, CA, 94111
- Phone: 415-677-1500
- Latest filing: 2007-05-10
- Regulatory AUM: $604.7M
- Discretionary AUM: $123.2M
- Non-discretionary AUM: $481.5M
- Clients: 11
- Accounts: 115

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| [MCDONALD THOMAS MICHAEL JR](https://search.stillhousedata.com/person/748517) | EXECUTIVE VP - SALES | — |
| [STAPLETON PHILIP CHARLES](https://search.stillhousedata.com/person/756979) | MGR/MBR, CEO, COO | — |
| [WEINSTEIN WILLIAM KLATOFF](https://search.stillhousedata.com/person/762100) | TRUSTEE FOR THE WEINTEIN TRUST DATED 02/27/1990; TRUSTEE FOR WEINSTEIN TRUST DATED 02/27/1990 | — |
| [OSHER BERNARD](https://search.stillhousedata.com/person/805701) | TRUSTEE FOR THE BERNARD OSHER TRUST 3/8/88 | — |
| [FRIESEN MARK E](https://search.stillhousedata.com/person/807614) | CFO, VP FINANCE, FINOP | — |
| [PUTNAM DONALD HARDING JR](https://search.stillhousedata.com/person/807615) | MEMBER | — |
| [ARMSTRONG JEREMY NIEL](https://search.stillhousedata.com/person/807616) | CHIEF COMPLIANCE OFFICER, SROP, CROP | — |
| [BRADY DAVID JOSEPH MR](https://search.stillhousedata.com/person/807617) | VP TRADING | — |
| [GUASPARI JOHN MICHAEL](https://search.stillhousedata.com/person/807618) | VP OPERATIONS | — |
| [MCDONOUGH DIANA](https://search.stillhousedata.com/person/807619) | VP INVESTMENT MANAGEMENT | — |
| [PETERSEN TERESA MARIE](https://search.stillhousedata.com/person/807620) | VP ADMINISTRATION | — |
| [ZELL SAMUEL](https://search.stillhousedata.com/person/807621) | TRUSTEE | — |
| [SLEZAK MARK](https://search.stillhousedata.com/person/807622) | TRUSTEE FOR LURIE TRUST | — |
| [MARKOWITZ JEROME STANLEY](https://search.stillhousedata.com/person/807623) | PARTNER | — |
| [FRIESEN MARK EVERRETT](https://search.stillhousedata.com/person/807685) | CFO, VP FINANCE, FINOP | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/23857/brochure
- Similar advisers: https://search.stillhousedata.com/firm/23857/similar
- Related entities: https://search.stillhousedata.com/firm/23857/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/23857

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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.