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CONSERVATION RESOURCE PARTNERS, LLC

8 Center Street
Exeter, New Hampshire 03833
Tel: 603-658-0143

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About CONSERVATION RESOURCE PARTNERS, LLC

CONSERVATION RESOURCE PARTNERS, LLC, formally registered with the SEC as CONSERVATION RESOURCE PARTNERS, LLC. The firm was established in 03/20/2012. They have over 2 offices throughout the country.

CONSERVATION RESOURCE PARTNERS, LLC is a Exeter, New Hampshire based Financial Planning firm with nearly $682,730,409 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#160706
SEC#801-73775
Assets Managed by Firm$682,730,409
No. of Clients4
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total4$682,730,409
Pension and profit sharing plansFewer than 5 clients$141,550,780

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