Conservation Forestry Partners, LLC (Exeter)

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

Conservation Forestry Partners, LLC is a large advisory firm based in Exeter. It manages $768.07 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of New Hampshire and South Carolina.

Conservation Forestry 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 Forestry Partners: assets under management

The assets under management (AUM) of Conservation Forestry Partners, LLC is $768.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 244% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $768.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $256.02 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Conservation Forestry Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Exeter

The principal office where Conservation Forestry 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 conservationforestry.net.

Conservation Forestry Partners, LLC (Exeter)

Conservation Forestry Partners: assets under management

Fees & Commissions

Based in Exeter

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