Connective Capital Management, LLC
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Learn more about Connective Capital Management, LLC
Overview
Connective Capital Management, LLC is a financial advisory company headquartered in Palo Alto, California. The firm controls $182.5 million in total assets throughout two client accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). It has a small team, including 4 financial advisors. Connective Capital Management, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like equities, options and bonds.
Connective Capital Management, LLC oversees all of its accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes transaction judgments for the client's account without needing the customer's consent. The advisory firm supervises an average of $91.3 million for each customer account. An average financial advisor at Connective Capital Management, LLC manages fewer than one client account, placing it among the most personalized advisor firms in the country.
Connective Capital Management, LLC's headquarters is located at 385 Homer Avenue, Palo Alto, California 94301. The company is legally registered to serve customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Connective Capital Management, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$182.5 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
11
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$91.3 million
Fee Structure
Fees charged by financial advisors largely depend on the financial services offered. Fee types billed by the company can consist of the following fee types: asset-based or performance-based. Connective Capital Management, LLC does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles. Out of its two accounts, Connective Capital Management, LLC's biggest client group by number of accounts is pooled investment vehicles. None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Connective Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Connective Capital Management, LLC
Palo Alto, CA
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