{"url":"https://nivawealth.com/firms/conifer-infrastructure-management-334323","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/334323","regulatoryAum":164844841,"crd":"334323","secFileNumber":"801-136927","legalName":"Conifer Infrastructure Management Company LLC","displayName":"Conifer Infrastructure Management","slug":"conifer-infrastructure-management-334323","website":"https://conifer-infra.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"409 Broad St, Suite 250","city":"Sewickley","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"15143"},"tradeNames":[],"registration":{"secApproved":"5 August 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":14,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":164844841,"discretionary":164844841,"discretionaryAccounts":2,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":164844841}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Conifer Infrastructure Management has custody of $165M in client assets for 2 clients.","otherCustodians":[],"leadership":[],"ownership":[],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"409 Broad St, Suite 250","city":"Sewickley","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"254-541-4323","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":2},"sources":{"adv1FilingDate":"29 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/334323/PDF/334323.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Conifer Infrastructure Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Conifer Infrastructure Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Conifer Infrastructure Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How does Conifer Infrastructure Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Conifer Infrastructure Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 29 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}