Data / Investment advisers / New Hampshire / Conservation Resource Partners, LLC
Conservation Resource Partners, LLC, Exeter, NH: $822 million AUM, SEC registered investment adviser
Conservation Resource Partners, LLC is an SEC registered investment adviser with its main office in Exeter, New Hampshire and reports $822 million in regulatory assets under management in its Form ADV filed May 6, 2026. Its clients include pooled investment vehicles and pension and profit sharing plans. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 160706
- SEC file number
- 801-73775
- SEC status
- Approved, effective March 20, 2012
- Main office
- 8 Center Street, Exeter, NH 03833
- Phone
- (603) 658-0143
- Website
- conservationforestry.net
- Regulatory AUM
- $822,052,745 in the Form ADV filed May 6, 2026
- Discretionary AUM
- $822,052,745
- Accounts
- 4
- Employees
- 17, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 3: 3 real estate funds
- Gross assets of private funds
- $625,350,215
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $663.5 million |
| Pension and profit sharing plans | Fewer than 5 | $158.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $822.1 million | March 30, 2026 |
| December 1, 2025 | $777.9 million | March 12, 2025 |
Other advisers in New Hampshire
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Harbor Group, Inc. | Bedford | $2.00 billion | Not listed | adviserinfo.sec.gov |
| Wellesley Asset Management, Inc. | Portsmouth | $1.99 billion | 1 | adviserinfo.sec.gov |
| Tide Cycle Resources LLC | Portsmouth | $1.85 billion | Not listed | adviserinfo.sec.gov |
| David Wendell Associates, Inc. | Portsmouth | $1.33 billion | Not listed | adviserinfo.sec.gov |
| Arca Wealth, LLC | Portsmouth | $1.27 billion | Not listed | adviserinfo.sec.gov |
| Eldridge Investment Advisors Inc | Manchester | $814.3 million | Not listed | adviserinfo.sec.gov |
| CMH Wealth Management, LLC | Portsmouth | $813.4 million | Not listed | adviserinfo.sec.gov |
| The Lyme Timber Company LLC | Hanover | $773.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Hampshire
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Conservation Resource Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.