CONNETIC VENTURES
Firm details
- Headquarters
- COVINGTON, Kentucky
- CRD number
- 329078
- Registered since
- June 21, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Connetic Ventures is a domestic limited liability company that registered with the SEC in 2024 and operates as an adviser to institutional clients. The firm’s stated advisory activity is portfolio management for investment companies, and it charges fees as a percentage of assets under management. Ownership is recorded as a mix of a domestic entity and individuals. The firm does not identify as an ESG-focused investor, does not act as a capital allocator, and does not provide pension consulting services.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MATTHEW SWENDIMAN
Chief Executive OfficerCRD 2849367
Contacts
3 of 3BRADLEY ZAPP
Co-FounderCRD 4227182
MARK JOSEFCZYK
ChairmanCRD 1644507
Christopher Hjelm
Senior Vice PresidentCRD 8027061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COVINGTON, KY
KENTON
Location
COVINGTON, KY
Headquartered in COVINGTON, KY, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the South.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- South
- County
- KENTON
- Address
- 910 Madison Ave
- Time zone
- CT (UTC-6)
- Office locations
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