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CONIFER BAY CAPITAL LLC

Advisory

IL

Data as of Jan 27, 2026 · Source: SEC Form ADV

Rank in IL

#1,035

of 1,719 advisers by AUM

Average account

$771K

across 116 accounts

AUM per adviser

$45M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$89M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$89M

Discretionary AUM$86M

Non-Discretionary AUM$4M

Discretionary %95.9%

Total Clients28

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

28 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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