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Conifer Financial Services

Conifer Financial Services
FUND ADMIN SERVICE
2014 FOUNDED
12 EMPLOYEES
1 SERVICED INVESTORS
Description

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.

Website
Formerly Known As
Vastardis Capital Services
Year Founded
2014
Service Provider Type
Fund Administrator
Primary Office
  • One Ferry Building
  • Suite 255
  • San Francisco, CA 94111
  • United States

+1 (415) 000-0000
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Conifer Financial Services Investment Preferences

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Conifer Financial Services Team (12)

Name Title Deals Office Contact
Info
Douglas Lang Managing Director San Francisco, CA
Nik Rowlston Managing Director San Francisco, CA
Sophon Lee Managing Director San Francisco, CA
Rosemary Gilchrist Managing Director San Francisco, CA
Adam Cooper Managing Director- Tax San Francisco, CA

7 Former Team Members

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Conifer Financial Services Board Members (5)

Name Representing Role Since Contact
Info
William Vastardis Self Chairman 000 0000

4 Former Board Members

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