Conifer Infrastructure Management provides portfolio management for pooled vehicles. The firm advises 2 private funds.
Conifer Infrastructure Management reports 2 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($165M across 2 accounts) are managed with discretion. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 2 | $165M | 100.0% | $82.4M |
| Total | 2 | $165M | 100% | $82.4M |
- Clients
- 2
- Regulatory AUM
- $165M
- AUM share
- 100.0%
- Avg. per client
- $82.4M
Total
- Clients
- 2
- Regulatory AUM
- $165M
- AUM share
- 100%
- Avg. per client
- $82.4M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 2
Conifer Infrastructure Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
It has 14 employees, 6 of them in advisory roles.
Leadership
Staff
- 14 employees
- 6 in advisory functions
Besides its headquarters, Conifer Infrastructure Management has 4 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 409 Broad St, Suite 250, SewickleyHQ
Contact and registration details
- Legal name
- Conifer Infrastructure Management Company LLC
- Headquarters
- 409 Broad St, Suite 250, Sewickley, PA 15143
- Website
- conifer-infra.com
- Phone
- 254-541-4323
- SEC file
- 801-136927
- Structure
- Delaware LLC
- Fiscal year end
- December
Conifer Infrastructure Management has custody of $165M in client assets for 2 clients.
How many clients does Conifer Infrastructure Management have?
Conifer Infrastructure Management has 2 clients and manages $165 million for them, as of June 2026. They include 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026
What services does Conifer Infrastructure Management offer?
Conifer Infrastructure Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Conifer Infrastructure Management have?
Conifer Infrastructure Management has 0 investment adviser representatives registered with state securities authorities, out of 14 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
How does Conifer Infrastructure Management get paid?
Conifer Infrastructure Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Conifer Infrastructure Management?
Conifer Infrastructure Management’s main office is at 409 Broad St, Suite 250, Sewickley, PA 15143. Its phone number is 254-541-4323. Its website is conifer-infra.com.