Conservation Resource Partners provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 3 private funds.
Conservation Resource Partners reports 3 clients. They include 3 pooled investment vehicles. Of its assets, 100.0% ($822M across 4 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 81% |
| Pension and profit-sharing plans | 0% | 19% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $663M | 80.7% | $221M |
| Pension and profit-sharing plans | Fewer than 5 | $159M | 19.3% | — |
| Total | 3 | $822M | 100% | — |
- Clients
- 3
- Regulatory AUM
- $663M
- AUM share
- 80.7%
- Avg. per client
- $221M
- Clients
- Fewer than 5
- Regulatory AUM
- $159M
- AUM share
- 19.3%
- Avg. per client
- —
Total
- Clients
- 3
- Regulatory AUM
- $822M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
Conservation Resource Partners 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.
Paul Young owns 25% to 50% of Conservation Resource Partners. Paul Young is CEO; the leadership team includes Chief Operating Officer Stavros Koutsantonis, Chief Financial Officer Maria Corvino and Chief Compliance Officer Deborah Fortin. It has 17 employees, 7 of them in advisory roles.
Staff
- 17 employees
- 7 in advisory functions
- Owns 25% to 50% of Conservation Resource Partners, LLC
Paul Young
Control person · since July 2004
- Owns 25% to 50% of Conservation Resource Partners, LLC
F/M Managers Group, LLC
Control person · since January 2023
- Owns 75% or more of F/M Managers Group, LLC
F/M Managers Group Payco, LLC
Control person · since October 2018
- Owns 75% or more of F/M Managers Group Payco, LLC
1251 Financing Company, LLC
Control person · since October 2018
- Owns 75% or more of 1251 Financing Company, LLC
1251 Capital Group, Inc
Control person · since October 2018
1251 Capital Group Holdings, LLC
Shareholder · Control person · since October 2018
- Owns 50% to 75% of 1251 Capital Group Holdings, LLC
John Hailer
Control person · since January 2018
Christopher Maguire
Manager · Control person · since July 2016
Michael Wilson
Manager · Control person · since July 2016
Charles Brizius
Manager · Control person · since June 2016
- Owns 10% to 25% of Conservation Resource Partners, LLC
John Tomlin
since July 2004
- Owns 10% to 25% of Conservation Resource Partners, LLC
Kent Gilges
Control person · since August 2007
- Owns 10% to 25% of Conservation Resource Partners, LLC
Stavros Koutsantonis
Control person · since June 2017
- Owns 10% to 25% of Conservation Resource Partners, LLC
CRP Management Holdings, LLC
since January 2024
- Owns 25% to 50% of CRP Management Holdings, LLC
Jamey Chumbler
since January 2024
- Owns 25% to 50% of CRP Management Holdings, LLC
Deborah Fortin
since January 2024
Conservation Resource Partners’ regulatory assets grew from $781M (March 2021) to $822M (May 2026); clients were 3 in both filings and employees rose from 14 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $822M | 3 | 17 | 3 |
| Mar 2025March 2025 | $778M | 3 | 17 | 2 |
| Mar 2024March 2024 | $683M | 3 | 16 | 2 |
| Mar 2023March 2023 | $833M | 3 | 14 | 2 |
| May 2022May 2022 | $804M | 3 | 16 | 2 |
| Mar 2021March 2021 | $781M | 3 | 14 | 2 |
Besides its headquarters, Conservation Resource Partners has 2 offices (1 private residence, listed without an address), with 2 listed addresses across 2 states.
New Hampshire · 1 listed address
- 8 Center Street, ExeterHQ
New York · 1 listed address
- 28 South Main Street, Canandaigua
Other business names
Conservation Resource Partners has reported 2 other business names to the SEC.
- Conservation Farming
- Conservation Forestry
Contact and registration details
- Legal name
- Conservation Resource Partners, LLC
- Headquarters
- 8 Center Street, Exeter, NH 03833
- Website
- Not reported
- Phone
- 603-658-0143
- @conservationresources
- SEC file
- 801-73775
- Structure
- Delaware LLC
- Fiscal year end
- December
Conservation Resource Partners has custody of client assets.
At year end, Conservation Resource Partners’ separately managed accounts were mostly in funds (98%).
What the accounts hold
- Funds98%
- Cash2%
How many clients does Conservation Resource Partners have?
Conservation Resource Partners has 3 clients and manages $822 million for them, as of May 2026. They include 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 May 2026
What services does Conservation Resource Partners offer?
Conservation Resource Partners provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Conservation Resource Partners have?
Conservation Resource Partners has 0 investment adviser representatives registered with state securities authorities, out of 17 employees, and 7 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
What does Conservation Resource Partners invest in?
At the end of its last fiscal year, Conservation Resource Partners’ separately managed accounts held 98% pooled vehicles (private funds and similar) and 2% cash and equivalents. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Conservation Resource Partners?
Conservation Resource Partners is owned through a chain of holding companies by John Hailer, Jamey Chumbler and Deborah Fortin. Its direct owners are John Tomlin, Paul Young, Kent Gilges, Stavros Koutsantonis, F/M Managers Group, LLC and CRP Management Holdings, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 6 May 2026
How does Conservation Resource Partners get paid?
Conservation Resource Partners 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 Conservation Resource Partners?
Conservation Resource Partners’ main office is at 8 Center Street, Exeter, NH 03833. Its phone number is 603-658-0143.