The Connor Group Fund Manager, LLC

RIASEC RegisteredEst. 2026
Total AUM
$494M
Discretionary
$494M
100% of AUM
Avg account
$49.4M
Accounts
10
Employees
6
Advisory reps
0

Firm details

Headquarters
Miamisburg, Ohio
CRD number
342266
Registered since
May 27, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The Connor Group Fund Manager, LLC is organized as a limited liability company and operates as an institutional registered investment adviser. Its client base is institutional and its primary advisory activity is portfolio management for pooled investment vehicles; the firm also functions as a registered representative of a broker-dealer and plays sponsor/GP and managing-member roles for pooled vehicles. Fee arrangements combine a percentage-of-assets component with performance-based fees. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not structured as a multi-state adviser. The entity registered with the SEC in 2026.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

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

Miamisburg, OH

Montgomery

Location

Miamisburg, OH

Headquartered in Miamisburg, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.

Metro area
Dayton-Springfield-Kettering, OH
Region
Midwest
County
Montgomery
Address
10510 Springboro Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth