Confidence in Conifer

Boutique Approach. Institutional Expertise.

Conifer Financial Services is an institutional firm with an entrepreneurial heritage. Bringing together some of the best and brightest professionals from the asset management and hedge fund servicing industries, we have built a high-caliber team of experts, along with a suite of innovative products, to meet the needs of our clients. Conifer has clients worldwide representing more than $115 billion of combined Assets Under Administration (AUA).

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What We Do

Conifer is the destination for comprehensive asset services – empowering portfolio managers, reducing costs, enhancing transparency, and meeting investor expectations.

Operational infrastructure is no longer only about cost-management, it is now about gaining competitive advantage.

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Conifer is a leading independent asset services firm with more than $115B in AUA providing innovative technology solutions and exceptional client care.

Conifer Financial Services offers front-to-back operational solutions across all asset classes and strategies.

Latest Blog Posts

New Accounting Rules for Interests in Money Market Funds

The SEC’s revisions to the money market fund (“MMF”) rules under Rule 2a-7 of the Investment Company Act of 1940 (“Rule 2a-7”) became effective October 14, 2016. These revisions include mandating the use of a floating net asset value for certain MMFs and allowing certain MMFs to impose liquidity fees and redemption gates. The main […]

IRS Filing Deadline Changes for Partnerships, Corporations and Foreign Bank Account Reports

As the year comes to an end, it is important to keep in mind some upcoming changes for the 2016 tax year. One major change is the due date for several common federal tax returns. The following table summarizes the revised IRS filing deadlines for the most common federal tax returns. Federal Return Due Dates […]

Tax Considerations for Alternatives

In this world nothing can be said to be certain, except death and taxes.─ Benjamin Franklin  Taxes, particularly in the world of alternatives, are complicated and constantly morphing entities that concern both fund managers and investors equally. To be on the wrong side of an investment tax implication is a worry that can erode the […]

Who We Serve

Our sole focus is enabling institutional and alternative managers to improve efficiencies, reduce costs, enhance transparency and spend more time on where they best add value – in managing money.