Connect Capital Management LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
San Juan, PR
CRD number
323963
Registered since
January 18, 2023

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • J Ortiz

    J Ortiz

    Co-Founder & CEOCRD 7662114

Contacts

1 of 1
  • Carlos Nieves

    ManagerCRD 7662121

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth