Connetic Ventures

RIASEC RegisteredEst. 2024
Total AUM
$41.3M
Discretionary
$41.3M
100% of AUM
Avg account
$20.7M
Accounts
2
Employees
4
Advisory reps
4

Firm details

Headquarters
Covington, Kentucky
CRD number
329078
Registered since
June 21, 2024
Fee structure
Percentage of AUM
Client types
  • Investment Companies98.91%
  • Pooled Investment Vehicles1.09%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Connetic Ventures operates as a limited liability company registered with the SEC in 2024 and positions itself as a venture capital manager serving institutional clients. The firm focuses on managing pooled investment vehicles and investment companies rather than acting as a pure capital allocator. Its ownership is recorded as a combination of a domestic entity and an individual, and it charges fees as a percentage of assets under management. Connetic Ventures does not characterize itself as an active ESG investor and is not set up as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Matthew Swendiman

    Matthew Swendiman

    Chief Executive OfficerCRD 2849367

Contacts

3 of 3
  • Bradley Zapp

    Co-FounderCRD 4227182

  • Mark Josefczyk

    Mark Josefczyk

    ChairmanCRD 1644507

  • Christopher Hjelm

    Christopher Hjelm

    Senior Vice PresidentCRD 8027061

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth