CONNOR CAPITAL SB, LLC

RIASEC RegisteredEst. 2023
Total AUM
$197M
Discretionary
$197M
100% of AUM
Avg account
$24.6M
Accounts
8
Employees
4
Advisory reps
3

Firm details

Headquarters
SANTA BARBARA, California
CRD number
283073
Registered since
December 14, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Connor Capital Sb, LLC is an SEC-registered investment adviser formed as a limited liability company that acts primarily as an adviser and sponsor to pooled private investment vehicles. The firm is classified around private equity activity and targets institutional clients through portfolio management for pooled funds. Its business model centers on running multiple private funds where it often takes sponsor/GP or managing-member roles rather than operating as a pure turnkey allocator. Investment preferences emphasize private-market exposure and event- or value-oriented strategies typical of private equity managers. The firm charges a blend of fee types that include a percentage of AUM and performance-based fees, consistent with active management of closed-end or pooled vehicles. Connor Capital Sb does not identify as an active ESG investor and is not positioned as a pension consultant or a multi-state retail adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • JOHN CONNOR

    Chief Executive OfficerCRD 2775594

  • JOHN RODGERS

    Chief Operations OfficerCRD 1973969

Contacts

1 of 1
  • EMMETT MCCANN

    Managing Director, Co-Portfolio ManagerCRD 2777963

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SANTA BARBARA, CA

SANTA BARBARA

Location

SANTA BARBARA, CA

Headquartered in SANTA BARBARA, CA, in the West of the United States.

Region
West
County
SANTA BARBARA
Address
1236 Coast Village Cir
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth