Conservation Resource Partners, LLC (Exeter)

Name: Conservation Resource Partners, LLC
Address: 8 Center Street, Exeter, NH, 03833
Telephone: 603-658-0143

Conservation Resource Partners, LLC is a large advisory firm based in Exeter. It manages $813.35 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of New Hampshire and South Carolina.

Conservation Resource Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Conservation Resource Partners: assets under management

The assets under management (AUM) of Conservation Resource Partners, LLC is $813.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and $121.21 million of the total AUM is attributable to clients outside of the United States.

The firm manages $813.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $203.34 million each.

Investments

The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Conservation Resource Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Conservation Resource Partners serves?

The firm provides services to pooled investment vehicles and pension and profit sharing plans. The largest group of clients of Conservation Resource Partners is pooled investment vehicles with 3 clients and $692.14 million of assets under management. Among the 10 most similar advisory firms, Conservation Resource Partners has the 4th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $813.35 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Conservation Resource Partners also advises several private funds. Namely, three real estate funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Conservation Resource Partners, LLC

The company employs 17 people that are either part- or full-time employees. 41 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Frederick Tomlin	Member	1 Jul 2004	25% - 50%	2024514
Paul Joseph Young	Member	1 Jul 2004	25% - 50%	4053755
Frederick William Blum	Chief financial officer	1 Apr 2006	Other	2618546
Scott Travis Mooney	V.p. of acquisitions & dispositions, conservation forestry	1 Jul 2007	Other	6024278
Kent William Gilges	Member	1 Aug 2007	25% - 50%	6024274
Deborah B Fortin	Chief compliance officer	1 Mar 2014	Other	6301977
Stavros Koutsantonis	Director of acquisitions, conservation farming	1 Jun 2017	Other	4411092
Julie Ann Koeninger	Director of agriculture, conservation farming	1 Jul 2017	Other	1414344

Based in Exeter

The principal office where Conservation Resource Partners, LLC performs its advisory services is located at 8 Center Street, Exeter, NH 03833 The mailing address of the firm is P.O. Box 570, Exeter, NH 03833. An additional office of the firm is in Greenville, SC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-658-0143 or by fax 603-658-0142. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at conservationresources.net.