Conifer Financial Services Overview

  • Service
  • Fund Administrator
  • Founded
  • 2014
  • Employees
  • 12
  • Serviced Investors
  • 1

Conifer Financial Services General Information


Conifer Financial Services is an independent asset services firm, servicing the asset management industry since 2014. The firm offers fund administration for both domestic and offshore funds, leveraging proprietary cloud-based technology coupled with client care. Conifer's services include fund set-up, investor due diligence and net asset value calculation. The firm is headquartered in San Francisco, California.

Contact Information

Formerly Known As
Vastardis Capital Services
Year Founded
Service Provider Type
Fund Administrator
Primary Office
  • One Ferry Building
  • Suite 255
  • San Francisco, CA 94111
  • United States
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Conifer Financial Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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