DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Conservation Resource Partners, LLC
Latest filing May 6, 2026
First filing on the tape Feb 14, 2012 · 23 filings
SEC status approved since Mar 20, 2012
RAUM
$822M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
17
7 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
3
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$822M as of May 6, 2026
Mar 19, 2013$271M then
HNW client RAUM$0 as of May 6, 2026
Mar 30, 2018$0 then
State-registered IARs (5.B.3)0 as of May 6, 2026
Mar 19, 20130 then
Employees (5.A)17 as of May 6, 2026
Mar 19, 201310 then
Private funds3 as of May 6, 2026
Mar 19, 20131 then
RAUM +5.7% over the last fiscal year-0.5% a year over threeIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of May 6, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $206MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 19%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$663M81%
- Pension and profit-sharing plans$159M19%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.81 institutional_share=0.19 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Conservation Forestry Capital IV, LP | Real Estate Fund | $324M | 6 | Mar 29, 2017 |
| Conservation Forestry Capital III, L.P. | Real Estate Fund | $198M | 42 | Mar 25, 2015 |
| Conservation Forestry Parallel Fund II-B, L.P. | Real Estate Fund | $18.5M | 11 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Jamey Chumbler · Managing Director, Conservation Forestrycontrolsince 01/2023 · owns less than 5%
- B Deborah Fortin · Chief Compliance Officercontrolsince 03/2014 · owns less than 5%
- William Kent Gilges · Membercontrolsince 08/2007 · owns 10% to 25%
- Stavros Koutsantonis · Managing Director, Conservation Farmingcontrolsince 06/2017 · owns less than 5%
- Joseph Paul Young · Membercontrolsince 07/2004 · owns 25% to 50%
- Albert Charles Brizius · Member/Managercontrolsince 06/2016 · owns F of 1251 Capital Group Holdings, LLC
- Thomas John Hailer · Member/Managercontrolsince 01/2018 · owns 50% to 75% of 1251 Capital Group Holdings, LLC
- James Christopher Maguire · Managercontrolsince 07/2016 · owns F of 1251 Capital Group Holdings, LLC
- Arthur Ross Michael Wilson · Managercontrolsince 07/2016 · owns F of 1251 Capital Group Holdings, LLC
- Frederick John Tomlin · Membersince 07/2004 · owns 10% to 25%
Entity owners
- F/M Managers Group, LLC · Memberdirect · owns 25% to 50%
- 1251 Capital Group Holdings, LLC · Shareholderindirect · owns F of 1251 Capital Group, Inc
- 1251 Capital Group, Inc · Managing Memberindirect · owns 75% or more of 1251 Financing Company, LLC
- 1251 Financing Company, LLC · Memberindirect · owns 75% or more of Diffractive Managers Group Payco, LLC
- Diffractive Managers Group Payco, LLC · Memberindirect · owns 75% or more of F/M Managers Group, LLC
Related persons
Schedule D 7.A
- Conservation Forestry II, LLCpooled vehicle sponsorn
- Conservation Forestry III, LLCpooled vehicle sponsorn
- Conservation Forestry IV, LLCpooled vehicle sponsorn
- Conservation Forestry V, LLCpooled vehicle sponsorn
- Conservation Resource Partners, LLCinvestment advisernRAUM $822M
- Conservation Resource Vi, LLCpooled vehicle sponsorn
- F/M Investments LLCinvestment advisernRAUM $18B
- Zcminvestment advisernRAUM $6.6B
Advisers that list Conservation Resource Partners, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- Greenville, SC2 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing May 6, 2026institutional share of RAUM of 19% against a peer median of 0% (783 comparable advisers, 98.0th percentile, 6.5 robust deviations)peers: asset managers, $500M to $1B (783) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 5 to 4Mar 12, 2025 to Mar 30, 2026
- Advisory employees · 6 to 7Mar 12, 2025 to Mar 30, 2026
- Other offices · 1 to 2Mar 12, 2025 to Mar 30, 2026
- Discretionary RAUM · $778M to $822MMar 12, 2025 to Mar 30, 2026
- Pension RAUM · $148M to $159MMar 12, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $630M to $663MMar 12, 2025 to Mar 30, 2026
- RAUM · $778M to $822MMar 12, 2025 to Mar 30, 2026
- Accounts · 4 to 5Oct 18, 2024 to Mar 12, 2025
- Advisory employees · 5 to 6Oct 18, 2024 to Mar 12, 2025
- Employees · 16 to 17Oct 18, 2024 to Mar 12, 2025
- Financial planning clients · unset to Oct 18, 2024 to Mar 12, 2025
- Discretionary RAUM · $683M to $778MOct 18, 2024 to Mar 12, 2025
- Pension RAUM · $142M to $148MOct 18, 2024 to Mar 12, 2025
- Pooled vehicle RAUM · $541M to $630MOct 18, 2024 to Mar 12, 2025
- RAUM · $683M to $778MOct 18, 2024 to Mar 12, 2025
- Employees · 14 to 16Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $833M to $683MMar 30, 2023 to Mar 29, 2024
- Pension RAUM · $135M to $142MMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $698M to $541MMar 30, 2023 to Mar 29, 2024
- RAUM · $833M to $683MMar 30, 2023 to Mar 29, 2024
- Advisory employees · 6 to 5Feb 7, 2023 to Mar 30, 2023
- Employees · 16 to 14Feb 7, 2023 to Mar 30, 2023
- Discretionary RAUM · $804M to $833MFeb 7, 2023 to Mar 30, 2023
- Pension RAUM · $130M to $135MFeb 7, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $674M to $698MFeb 7, 2023 to Mar 30, 2023
- RAUM · $804M to $833MFeb 7, 2023 to Mar 30, 2023
- Advisory activities · 1 to 2May 9, 2022 to Feb 7, 2023
- Related adviser · false to trueMay 9, 2022 to Feb 7, 2023
- Advisory employees · 7 to 6Mar 25, 2021 to Mar 22, 2022
- Employees · 14 to 16Mar 25, 2021 to Mar 22, 2022
- Discretionary RAUM · $781M to $804MMar 25, 2021 to Mar 22, 2022
- Pension RAUM · $125M to $130MMar 25, 2021 to Mar 22, 2022
- Pooled vehicle RAUM · $656M to $674MMar 25, 2021 to Mar 22, 2022
- RAUM · $781M to $804MMar 25, 2021 to Mar 22, 2022
- Employees · 15 to 14Mar 20, 2020 to Mar 25, 2021
- Discretionary RAUM · $804M to $781MMar 20, 2020 to Mar 25, 2021
- Pension RAUM · $121M to $125MMar 20, 2020 to Mar 25, 2021
- Pooled vehicle RAUM · $683M to $656MMar 20, 2020 to Mar 25, 2021
- RAUM · $804M to $781MMar 20, 2020 to Mar 25, 2021
- Assets in custody · 0.0 to unsetMar 29, 2019 to Mar 20, 2020
Signals
7 dated events
- William Frederick Blum (Chief Financial Officer) no longer on Schedule A of Conservation Resource Partners, Llc (listed 2024-03-29, absent 2024-10-18)Oct 18, 2024 · Control person left · inference
- Jamey Chumbler (Managing Director, Conservation Forestry) appeared on Schedule A of Conservation Resource Partners, LlcMar 29, 2024 · Control person joined · fact
- Thomas John Hailer (Member/Manager) appeared on Schedule A of Conservation Resource Partners, LlcFeb 7, 2023 · Control person joined · fact
- James Christopher Maguire (Manager) appeared on Schedule A of Conservation Resource Partners, LlcFeb 7, 2023 · Control person joined · fact
- Arthur Ross Michael Wilson (Manager) appeared on Schedule A of Conservation Resource Partners, LlcFeb 7, 2023 · Control person joined · fact
- Albert Charles Brizius (Member/Manager) appeared on Schedule A of Conservation Resource Partners, LlcFeb 7, 2023 · Control person joined · fact
- Travis Scott Mooney (V.P. Of Acquisitions & Dispositions, Conservation Forestry) no longer on Schedule A of Conservation Resource Partners, Llc (listed 2022-03-22, absent 2022-05-09)May 9, 2022 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/conservationresourcesreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CONSERVATIONFARMING.NETreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 603-658-0143reportedpublic record, Form ADV, May 6, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Conservation Resource Partners, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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