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November 29, 2015 5:49 AM ET

Capital Markets

Company Overview of Conifer Financial Services LLC

Company Overview

Conifer Financial Services LLC, through its subsidiaries, provides middle and back office services for asset management industry. Its services include middle office, prime brokerage, and trade execution. The company offers fund administration services, including investor relations, performance and capital reporting, and regulatory compliance. It also provides fund administration for onshore and offshore funds, which include fund set-up, investor due diligence, and net asset value calculations. In addition, the company provides business and technology consulting services. Further, it provides iCon platform, a cloud-based solution that delivers a suite of asset services, including a data repos...

One Ferry Building

Suite 255

San Francisco, CA 94111

United States

Founded in 1989





Key Executives for Conifer Financial Services LLC

Chief Executive Officer and President
Chief Financial Officer
Age: 61
Chief Operating Officer and Partner
President of Conifer Fund Services
Managing Director and Head of Business Development & Sales
Compensation as of Fiscal Year 2015.

Conifer Financial Services LLC Key Developments

Conifer Financial Services, LLC Announces Executive Appointments

The Conifer Group, LLC and Vastardis Capital Services Holdings LP announced they have signed a definitive merger agreement to combine their respective businesses. The newly formed company, to be called Conifer Financial Services, LLC. Jack McDonald, currently CEO of Conifer Group, will become President and CEO. William Vastardis, Founder and President of Vastardis, will be named Chairman.

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Recent Private Companies Transactions

July 30, 2015
Conifer Securities, LLC
March 24, 2015

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