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CRD 107588
THOMASVILLE, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| FRANK JOHN MERCER | Certified Financial Planner | TALLAHASSEE, FL | THOMASVILLE, GA | 29 | 49 | 1 | no |
| MARK COOPER SAUSSY | Certified Financial Planner | THOMASVILLE, GA | 23 | 24 | 1 | no |
| BERNARD NMN LANIGAN | n/a | THOMASVILLE, GA | 23 | 50 | 1 | no |
| DAVID MARK FLETCHER | n/a | TALLAHASSEE, FL | 23 | 35 | n/a | no |
| CHARLES BRADFORD JACKSON | Chartered Financial Analyst | THOMASVILLE, GA | TALLAHASSEE, FL | 15 | 38 | 1 | no |
| THOMAS MIKELL LELAND | n/a | THOMASVILLE, GA | Mobile, AL | 10 | 33 | 2 | no |
| GRANGER CHRISTIAN OSBORNE | n/a | Charleston, SC | THOMASVILLE, GA | 7 | 21 | 3 | no |
| Jacob Andrew Odum | Certified Financial Planner | THOMASVILLE, GA | 5 | 13 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CONIFER PARTNERS II, LLC | Private Equity Fund | $145M | May 21, 2026 | 45 | Mar 30, 2012 | reported | n/a |
| SEA-HCI SPV, LLC | Other Private Fund | $135M | May 21, 2026 | 69 | Nov 3, 2017 | reported | 021-297664 |
| CONIFER PARTNERS IV, LLC | Private Equity Fund | $64.7M | May 21, 2026 | 42 | Mar 28, 2023 | reported | 021-450082 |
| CONIFER PARTNERS III, LLC | Private Equity Fund | $52.2M | May 21, 2026 | 39 | Dec 19, 2018 | reported | 021-323324 |
| TETON PINES CAPITAL, LLC | Other Private Fund | $20.9M | May 21, 2026 | 3 | Jul 13, 2023 | reported | n/a |
| SAA-TIGER 14, LLC | Other Private Fund | $19.8M | May 21, 2026 | 19 | Mar 31, 2021 | reported | 021-392942 |
| SAA-TIGER 15, LLC | Other Private Fund | $6.8M | May 21, 2026 | 12 | Mar 31, 2022 | reported | 021-428552 |
| CONIFER PARTNERS I, LLC | Hedge Fund | $0 | Mar 28, 2019 | 0 | Mar 30, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| JACKSON, CHARLES, BRADFORD | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND PRESIDENT | Na | yes | 12/1991 | May 21, 2026 | May 21, 2026 |
| LANIGAN, BERNARD, NMN | CHAIRMAN & CEO | Na | yes | 12/1991 | May 21, 2026 | May 21, 2026 |
| SAUSSY, MARK, COOPER | CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT AND SECRETARY | Na | yes | 03/2012 | May 21, 2026 | May 21, 2026 |
| SEAA HOLDINGS, INC. | MANAGING MEMBER | E | yes | 09/2019 | May 21, 2026 | May 21, 2026 |
| JACKSON, CHARLES, BRADFORD | Shareholder | F | yes | 09/2019 | Mar 30, 2012 | Oct 30, 2024 |
| LANIGAN, BERNARD, NMN | Shareholder | C | yes | 09/2019 | Mar 30, 2012 | Oct 30, 2024 |
| SAUSSY, MARK, COOPER | Shareholder | F | yes | 09/2019 | Mar 30, 2012 | Oct 30, 2024 |
| LELAND, THOMAS, MIKELL | Member | A | no | 07/2020 | May 21, 2026 | May 21, 2026 |
| OSBORNE, GRANGER, CHRISTIAN | Member | A | no | 01/2022 | May 21, 2026 | May 21, 2026 |
| FLETCHER, DAVID, MARK | Shareholder | F | no | 09/2019 | Mar 30, 2012 | Oct 30, 2024 |
| Johnson, Edward, George | Member | A | no | 07/2020 | Jul 31, 2020 | Oct 30, 2024 |
| MERCER, FRANK, JOHN | Shareholder | F | no | 09/2019 | Mar 30, 2012 | Oct 30, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CONIFER ADVISORS, LLC | n/a | n/a | n/a | Y | no | n/a |
| LANIGAN & ASSOCIATES, P.C. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Mobile | Al | United States | 1 | no |
| Tallahassee | FL | United States | 1 | no |
| Atlanta | Ga | United States | 1 | no |
| Charleston | Sc | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 6, 2026 | $4.2B | $2.4B | 14 | 6 | 4 | 7 | n/a |
| 2024 | Mar 17, 2025 | $3.7B | $2.6B | 15 | 7 | 4 | 7 | n/a |
| 2023 | Mar 14, 2024 | $3.7B | $2.7B | 14 | 9 | 4 | 7 | $303M |
| 2022 | Mar 28, 2023 | $3.2B | $2.1B | 15 | 9 | 4 | 6 | $316M |
| 2021 | Mar 31, 2022 | $3.7B | $2.5B | 13 | 9 | 4 | 5 | $317M |
| 2020 | Mar 31, 2021 | $2.9B | $1.6B | 14 | 8 | 4 | 4 | $256M |
| 2019 | Mar 30, 2020 | $2.5B | $1.4B | 14 | 8 | 4 | 3 | $147M |
| 2018 | Mar 28, 2019 | $2.0B | $1.0B | 12 | 7 | 4 | 4 | $81.7M |
| 2017 | Mar 29, 2018 | $2.2B | $1.1B | 12 | 7 | 4 | 3 | $78.7M |
| 2016 | Mar 31, 2017 | $2.0B | $897M | 13 | 7 | n/a | 2 | $48.1M |
| 2015 | Mar 30, 2016 | $1.9B | $858M | 13 | 8 | n/a | 2 | $48.1M |
| 2014 | Mar 23, 2015 | $1.9B | $804M | 8 | 6 | n/a | 2 | $48.4M |
| 2013 | Mar 31, 2014 | $1.8B | $715M | 12 | 5 | n/a | 2 | $52.4M |
| 2012 | Apr 1, 2013 | $1.5B | $611M | 8 | 8 | n/a | 2 | $51.7M |
| 2011 | Mar 30, 2012 | $1.5B | $580M | n/a | n/a | n/a | 2 | $48.1M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.2B | $3.7B | 13.0% | $3.2B | 9.0% | 14 | 15 | 4 | 4 |