Connective Portfolio Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 297755
- Registered since
- July 27, 2018
- Website
- connectivepm.com
- Custodians
- BNY WEALTH, PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses79.91%
- HNWI20.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Connective Portfolio Management, LLC is an independent registered investment adviser that registered with the SEC in 2018. The firm manages portfolios for both individual and family clients as well as institutional and business accounts, charging clients a fee based on a percentage of assets under management. Advisory work focuses on discretionary portfolio management for individuals/small businesses and for businesses or institutions. The firm does not position itself as a capital allocator, does not describe active ESG investing as part of its approach, and is not identified as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents12%
- Investment Grade Corp Bonds4%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$13.9M in ETFs
100%
$13.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV) | BlackRock | Passive | Technology | $5.8M | 55,190 | 41.86% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 630 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ROC Partners (US) LLC
RIANew York, NY
JbglobaL.com LLC
RIANew York, NY
Marathon Partners Equity Management, LLC
RIANew York, NY
Arkhouse
RIANew York, NY
Valliance Asset Management LLC
RIANew York, NY
Exceed Advisory LLC
RIANew York, NY