Connect Capital Management LLC
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 323963
- Registered since
- January 18, 2023
Firm profile
FINTRXOverview
Connect Capital Management LLC is a relatively new player in the financial advisory space, having registered with the SEC in 2023. As a limited liability company, it operates without a specific classification and does not engage in capital allocation or pension consulting. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser. While the firm has not disclosed its client base or fee structure, it is positioned to provide advisory services in various investment activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
J Ortiz
Co-Founder & CEOCRD 7662114
Contacts
1 of 1Carlos Nieves
ManagerCRD 7662121
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Juan, PR
Location
San Juan, PR
Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 1256 Ave Ponce De Leon
- Office locations
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