Connective Portfolio Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 297755
- Registered since
- July 27, 2018
- Website
- connectivepm.com
- Custodians
- BNY WEALTH, PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses79.91%
- HNWI20.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Connective Portfolio Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses and for business or institutional accounts. The firm does not report active ESG integration, is not structured as a capital allocator, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents12%
- Investment Grade Corp Bonds4%
- US Government Bonds1%
Owners & executives
1 of 1Alexander Gloy
Chief Operating OfficerCRD 3187390
Contacts
3 of 3
Richard Saxton
Executive Vice PresidentCRD 1428254
Rudolf Millisits
Managing Member and Co-FounderCRD 1834642
Philippe Comby
Managing Member and Co-FounderCRD 4348020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$11.5M in ETFs
100%
$11.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $3.6M | 47,029 | 30.81% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 630 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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