CONNELLY CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.1B
Discretionary
$6.8M
1% of AUM
Avg account
$28.5M
Accounts
37
Employees
2
Advisory reps
5

Firm details

Headquarters
Guaynabo, PR
CRD number
324104
Registered since
July 26, 2024
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Connelly Capital Management LLC is an SEC-registered investment manager organized as a limited liability company that focuses on managing pooled investment vehicles with an institutional client base. The firm’s primary activity is running private equity-style funds and providing portfolio management for those pooled vehicles. Fee arrangements include a percentage-of-AUM component and other fee structures, consistent with a fund-manager business rather than a retail advisory model. Investment allocation leans toward private-capital strategies and alternatives. The firm allocates to venture capital, commodities and oil & gas exposures alongside its private equity funds. Connelly Capital Management LLC is not labeled as an active ESG investor and does not operate as a multi-state adviser. It has an industry affiliation with a broker-dealer, and its ownership structure is recorded as a domestic entity/individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • JORGE ROJAS NIEVES

    CRD 7986616

  • CRISTINA DOMINGUEZ MARTINEZ

    Compliance & Operations ManagerCRD 5801960

  • FRANCISCO URIARTE

    DirectorCRD 6047918

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Guaynabo, PR

Location

Guaynabo, PR

Headquartered in Guaynabo, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
2 Calle Tabonuco
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth