{"url":"https://nivawealth.com/firms/conservation-resource-partners-160706","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160706","regulatoryAum":822052745,"crd":"160706","history":[{"filedOn":"2021-03-25","regulatoryAum":780547148,"clients":3,"employees":14,"offices":2},{"filedOn":"2022-05-09","regulatoryAum":803929666,"clients":3,"employees":16,"offices":2},{"filedOn":"2023-03-30","regulatoryAum":833422766,"clients":3,"employees":14,"offices":2},{"filedOn":"2024-03-29","regulatoryAum":682730409,"clients":3,"employees":16,"offices":2},{"filedOn":"2025-03-12","regulatoryAum":777892787,"clients":3,"employees":17,"offices":2},{"filedOn":"2026-05-06","regulatoryAum":822052745,"clients":3,"employees":17,"offices":3}],"secFileNumber":"801-73775","legalName":"Conservation Resource Partners, LLC","displayName":"Conservation Resource Partners","slug":"conservation-resource-partners-160706","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/conservationresources","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"8 Center Street","city":"Exeter","state":"NH","stateName":"New Hampshire","country":"United States","postalCode":"03833"},"tradeNames":["Conservation Farming","Conservation Forestry"],"registration":{"secApproved":"20 March 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":17,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":822052745,"discretionary":822052745,"discretionaryAccounts":4,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":663458296},{"label":"Pension and profit-sharing plans","clients":0,"fewerThan5":true,"regulatoryAum":158594449}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Conservation Resource Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Paul Young","title":"Member/Chief Executive Officer","crd":"4053755"},{"name":"Maria Corvino","title":"Chief Financial Officer","crd":"8267247"},{"name":"Stavros Koutsantonis","title":"Chief Operating Officer","crd":"4411092"},{"name":"Deborah Fortin","title":"Chief Compliance Officer","crd":"6301977"},{"name":"Jamey Chumbler","title":"Managing Director, Forestry","crd":"7896446"},{"name":"Kent Gilges","title":"Member","crd":"6024274"},{"name":"John Tomlin","title":"Member","crd":"2024514"}],"ownership":[{"label":"John Tomlin","detail":"Member in the 10% to 25% ownership band, since July 2004."},{"label":"Paul Young","detail":"Member/chief executive officer in the 25% to 50% ownership band and a control person, since July 2004."},{"label":"Kent Gilges","detail":"Member in the 10% to 25% ownership band and a control person, since August 2007."},{"label":"Stavros Koutsantonis","detail":"Chief operating officer in the 10% to 25% ownership band and a control person, since June 2017. Also a member of CRP Management Holdings, LLC in the 50% to 75% band, since January 2024."},{"label":"F/M Managers Group, LLC","detail":"Member in the 25% to 50% ownership band and a control person, since January 2023."},{"label":"CRP Management Holdings, LLC","detail":"Member in the 10% to 25% ownership band, since January 2024."},{"label":"1251 Financing Company, LLC","detail":"Indirect owner: a member of F/M Managers Group Payco, LLC in the 75% or more band and a control person, since October 2018.","parent":"F/M Managers Group Payco, LLC"},{"label":"F/M Managers Group Payco, LLC","detail":"Indirect owner: a member of F/M Managers Group, LLC in the 75% or more band and a control person, since October 2018.","parent":"F/M Managers Group, LLC"},{"label":"1251 Capital Group, Inc","detail":"Indirect owner: a managing member of 1251 Financing Company, LLC in the 75% or more band and a control person, since October 2018.","parent":"1251 Financing Company, LLC"},{"label":"1251 Capital Group Holdings, LLC","detail":"Indirect owner: shareholder of 1251 Capital Group, Inc and a control person, since October 2018.","parent":"1251 Capital Group, Inc"},{"label":"John Hailer","detail":"Indirect owner: a manager of 1251 Capital Group Holdings, LLC in the 50% to 75% band and a control person, since January 2018.","parent":"1251 Capital Group Holdings, LLC"},{"label":"Christopher Maguire","detail":"Indirect owner: manager of 1251 Capital Group Holdings, LLC and a control person, since July 2016.","parent":"1251 Capital Group Holdings, LLC"},{"label":"Michael Wilson","detail":"Indirect owner: manager of 1251 Capital Group Holdings, LLC and a control person, since July 2016.","parent":"1251 Capital Group Holdings, LLC"},{"label":"Charles Brizius","detail":"Indirect owner: manager of 1251 Capital Group Holdings, LLC and a control person, since June 2016.","parent":"1251 Capital Group Holdings, LLC"},{"label":"Jamey Chumbler","detail":"Indirect owner: a member of CRP Management Holdings, LLC in the 25% to 50% band, since January 2024.","parent":"CRP Management Holdings, LLC"},{"label":"Deborah Fortin","detail":"Indirect owner: a member of CRP Management Holdings, LLC in the 25% to 50% band, since January 2024.","parent":"CRP Management Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":1},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"New Hampshire","offices":1,"addresses":[{"street":"8 Center Street","city":"Exeter","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"28 South Main Street","city":"Canandaigua"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"603-658-0143","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)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":98},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":3},"sources":{"adv1FilingDate":"6 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160706/PDF/160706.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 Conservation Resource Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Conservation Resource Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Conservation Resource Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Conservation Resource Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Conservation Resource Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Conservation Resource Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Conservation Resource Partners?","answer":"Conservation Resource Partners’ main office is at 8 Center Street, Exeter, NH 03833. Its phone number is 603-658-0143.","source":"Form ADV Part 1A, Item 1.F, filed 6 May 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."}