CONNECTIVE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2012

Total AUM

$230M

Discretionary

$230M

100% of AUM

Avg account

$115M

Accounts

2

Employees

10

Advisory reps

3

Firm details

Headquarters: PALO ALTO, California
CRD number: 161099
Registered since: March 30, 2012
Website: www.connectcap.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Connective Capital Management, LLC is an SEC-registered hedge fund manager (registered in 2012) that serves institutional clients. The firm is organized as an LLC and is owned by an individual. Its advisory work centers on portfolio management for pooled investment vehicles; compensation includes both a percentage of assets under management and performance-based fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

ROBERT ROMERO
CEOCRD 4875372
TAO LONG
Chief Compliance OfficerCRD 5934669

Contacts

1 of 1

KING HOR
Co-Portfolio ManagerCRD 5776656

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 12

Active vs passive

$40.6M in ETFs

Passive

100%

$40.5M

Active

0%

$81.2K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)	Invesco	Passive	Large Growth	$20.7M	35,795	50.88%

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Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: SANTA CLARA
Address: 720 University Ave
Time zone: PT (UTC-8)
Office locations

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