Connective Portfolio Management, LLC
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Learn more about Connective Portfolio Management, LLC
Overview
Connective Portfolio Management, LLC operates as an advisory firm located in New York, New York. The company controls $102.7 million in assets under management across 24 accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). It has a small team, including 2 financial advisors. Connective Portfolio Management, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like options, equities and bonds.
Connective Portfolio Management, LLC administers all of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell choices without needing to seek client consent. The company's average account size is $4.3 million. An average financial advisor at Connective Portfolio Management, LLC administers about 12 client accounts, making it one of the more individualized advisor firms in the country.
The company's headquarters is at 630 Third Avenue, New York, New York 10017. Connective Portfolio Management, LLC is allowed to serve clients across 2 states, including California and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Connective Portfolio Management, LLC by the Numbers
$102.7 million
2
24
$4.3 million
Fee Structure
Fees charged by financial advisors largely vary depending on which service is offered. Fee types billed by the firm may include the following fee types: asset-based or fixed. The company does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
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 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to high net worth investors and corporations. Out of its 24 customers, Connective Portfolio Management, LLC's largest client is high net worth investors, but it also manages money for 19 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 5% of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 79.17%
- Other Individuals - 0%
- Corporations - 20.83%
- 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 Portfolio Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Connective Portfolio Management, LLC
New York, NY
New York, NY
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