CONEXUS CAPITAL MANAGEMENT, LLC

Overview

Conexus Capital Management, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients. The firm functions as a capital allocator: it manages discretionary portfolios, provides financial planning, and selects third-party managers when appropriate. Conexus leans heavily on pooled public vehicles for core exposures while supplementing client portfolios with external alternative managers across several strategies. Their fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements, which suits both ongoing portfolio management relationships and one-off planning or consulting assignments. Investment activity centers on model-driven allocations and manager selection rather than direct, high-turnover trading. The advisor reports a preference for public funds and mutual funds as the primary means of accessing equity and fixed income markets, and it uses separately managed accounts and third-party managers where customization or tax-sensitive implementation is required. Conexus does not identify as an active ESG investor and keeps a relatively concentrated client roster, which allows for hands-on portfolio construction and bespoke allocation decisions for higher-net-worth households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices