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Conifer Investments Ltd

Office on the family office graph

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Search this name across graphsid dfx:fo:945e9670-a5ab-4bd6-88c4-b74fcc05216f

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 20, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 2
On other graphs: 1
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

CONIFER INVESTMENTS LTD

Registered adviser · shared crd

Relationships

Related to (1)

← H a Vance Foundation IncFoundationIn care of
inferenceForm 990-PF

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Show 2 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
Conifer Investments Ltd named as in-care-of on H a Vance Foundation Inc ($9,558,211 in assets)
First seen by DFX
Sep 12, 2026
date not stated
Conifer Investments Ltd: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 106159, RIA) with no family office signal on its own filing: a wealth adviser by Item 5.D, not an office)

Provenance

Graph: Family Offices
Canonical id: dfx:fo:945e9670-a5ab-4bd6-88c4-b74fcc05216f
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.