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 manages portfolios on a fee basis (percentage of AUM) for both individual and family clients as well as institutional and business clients. Its stated advisory activities center on portfolio management for individuals/small businesses and for businesses or institutions. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. It operates under a single-state registration profile rather than as a multi-state adviser and does not identify as a pension consultant or a related adviser.
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%
Contacts
3 of 3
Philippe Comby
Managing Member and Co-FounderCRD 4348020
Rudolf Millisits
Managing Member and Co-FounderCRD 1834642
Richard Saxton
Executive Vice PresidentCRD 1428254
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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