CONIFER BAY CAPITAL LLC

CONIFER BAY CAPITAL LLC is an SEC-registered investment adviser (CRD 287829). Regulatory assets under management: $89.4M.

Registration

• CRD: 287829
• Type: Registered investment adviser
• Phone: 312-650-9529
• Latest filing: 2026-01-27
• Regulatory AUM: $89.4M
• Discretionary AUM: $85.7M
• Non-discretionary AUM: $3.7M
• Clients: 2
• Accounts: 116

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287829 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search