Conservation Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Conservation Capital, LLC is a single-advisor registered investment adviser that provides ongoing portfolio management and related supervisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm reports discretionary assets under management of $9,641,952 as of December 2017 and establishes an Investment Policy Statement for each client to document goals, time horizon, tax considerations and risk tolerance.
The firm’s investment process is primarily grounded in fundamental analysis and includes both long- and short-term trading when appropriate; portfolios may include mutual funds, equities, bonds, ETFs, REITs, hedge funds, private placements, third‑party money managers and government securities. Conservation Capital generally operates on a discretionary basis, conducts at least quarterly reviews of client accounts, and documents client-imposed restrictions in the Investment Policy Statement.
Notable operational features include an account minimum of $250,000 that may be waived, an explicit written Code of Ethics, and a personal trading policy that restricts trading in securities with market capitalizations under $1 billion within five days of client trades. The firm does not participate in wrap fee programs, does not accept outside sales compensation for investment products, and states it will accept proxy-voting authority in certain cases with an investment committee overseeing voting decisions.
Client services
Expertise
Fee options
$1 - $1,500,000: 1.00% Above $1,500,000+: 0.75%
Account minimum: $250,000
Main office
Palm Beach Gardens FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Conservation Capital, LLC · Name 412
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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