Connective Capital Management, LLC

RIASEC RegisteredEst. 2012

Total AUM

$230M

Discretionary

$230M

100% of AUM

Avg account

$115M

Accounts

2

Employees

10

Advisory reps

3

Firm details

Headquarters: Palo Alto, California
CRD number: 161099
Registered since: March 30, 2012
Website: www.connectcap.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Connective Capital Management, LLC is an SEC-registered hedge fund manager organized as an LLC and in operation since 2012. The firm serves institutional clients and provides portfolio management for pooled investment vehicles. Its fee model combines a percentage of assets under management with performance-based fees. The adviser is not positioned as a multi-state or ESG-focused manager and does not describe itself as a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Robert Romero
CEOCRD 4875372
Tao Long
Chief Compliance OfficerCRD 5934669

Contacts

1 of 1

King Hor
Co-Portfolio ManagerCRD 5776656

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 9

Active vs passive

$55.3M in ETFs

Passive

100%

$55.2M

Active

0%

$111K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)	Invesco	Passive	Large Growth	$35.8M	48,645	64.80%

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Primary office

Palo Alto, CA

Santa Clara

Location

Palo Alto, CA

Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: Santa Clara
Address: 720 University Ave
Time zone: PT (UTC-8)
Office locations

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