CONNECTIVE PORTFOLIO MANAGEMENT, LLC

Overview

Connective Portfolio Management, LLC is a boutique registered investment adviser that manages concentrated portfolios with an emphasis on publicly traded equities and exchange-traded products while supplementing core exposures with alternative strategies. The firm advises both high‑net‑worth individuals and institutions, delivering discretionary portfolio management under a percentage‑of‑AUM fee model. Its stated advisory activities focus on portfolio management for individuals, small businesses and institutional clients. Connective does not present itself as an ESG-focused manager, nor as a pension consultant or multi‑state adviser. Investment activity shows a clear preference for equities and ETFs as primary portfolio building blocks, paired with directed allocations to alternative vehicles — hedge funds, private placements and commodity exposure — to diversify return drivers and manage portfolio risk. Corporate debt appears among additional investment tools used to generate income and adjust duration profiles.

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Public Holdings

Investments & Alternatives

Location & Offices