CONSERVATION RESOURCE PARTNERS, LLC
Latest filing: Mar 12, 2025 (95 days ago)
AUM
$777,892,787
14% change vs. 1 year ago
-3% change vs. 3 years ago
-3% change vs. 5 years ago
39% change vs. 10 years ago
Employee Count
17
6% change vs. 1 year ago
6% change vs. 3 years ago
13% change vs. 5 years ago
13% change vs. 10 years ago
Main Office
EXETER, NH
8 CENTER STREET, EXETER, NH, UNITED STATES, 03833
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.8 |
| Non-Discretionary | $0.0 |
| Total | $0.8 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.6 |
| Institutional | $0.1 |
| Total | $0.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 97% | $0.1 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| F/M INVESTMENTS LLC | $16.9 | 304405 | |
| ZIEGLER CAPITAL MANAGEMENT, LLC | $6.6 | 309195 | |
| CONSERVATION RESOURCE PARTNERS, LLC | $0.8 | 160706 | |
| CONSERVATION FORESTRY III, LLC | $0.0 | - | |
| CONSERVATION FORESTRY IV, LLC | $0.0 | - | |
| CONSERVATION FORESTRY V, LLC | $0.0 | - | |
| CONSERVATION RESOURCE VI, LLC | $0.0 | - | |
| CONSERVATION FORESTRY II, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
16 active
| Name | Title |
|---|---|
| TOMLIN, JOHN, FREDERICK | MEMBER |
| YOUNG, PAUL, JOSEPH | MEMBER |
| BLUM, FREDERICK, WILLIAM | CHIEF FINANCIAL OFFICER |
| GILGES, KENT, WILLIAM | MEMBER |
| FORTIN, DEBORAH, B | CHIEF COMPLIANCE OFFICER |
| KOUTSANTONIS, STAVROS | MANAGING DIRECTOR, CONSERVATION FARMING |
| HAILER, JOHN, THOMAS | MEMBER/MANAGER |
| MAGUIRE, CHRISTOPHER, JAMES | MANAGER |
| WILSON, MICHAEL, ARTHUR ROSS | MANAGER |
| BRIZIUS, CHARLES, ALBERT | MEMBER/MANAGER |
| CHUMBLER, JAMEY | MANAGING DIRECTOR, CONSERVATION FORESTRY |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.8 | $0.0 | 0% | 17 | 0 | 0% |
| 2025-04-21 | $0.8 | $0.0 | 0% | 17 | 0 | 0% |
| 2024-04-02 | $0.7 | $0.1 | 14% | 16 | 1 | 6% |
| 2023-04-04 | $0.8 | -$0.1 | -7% | 14 | 3 | 21% |
| 2022-04-01 | $0.8 | $0.0 | -3% | 16 | 1 | 6% |
| 2021-04-05 | $0.8 | $0.0 | 0% | 14 | 3 | 21% |
| 2020-04-01 | $0.8 | $0.0 | -3% | 15 | 2 | 13% |
| 2019-04-01 | $0.8 | $0.0 | -4% | 17 | 0 | 0% |
| 2018-04-02 | $0.7 | $0.1 | 8% | 18 | -1 | -6% |
| 2017-04-01 | $0.8 | $0.0 | 1% | 15 | 2 | 13% |
| 2016-04-01 | $0.5 | $0.2 | 45% | 18 | -1 | -6% |
| 2015-04-01 | $0.6 | $0.2 | 39% | 15 | 2 | 13% |
| 2014-04-01 | $0.3 | $0.5 | 162% | 15 | 2 | 13% |
| 2013-04-01 | $0.3 | $0.5 | 187% | 10 | 7 | 70% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NH, NH-03/20/2012, SC-03/20/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV