THE CONNOR GROUP FUND MANAGER, LLC

RIASEC RegisteredEst. 2026
Total AUM
$494M
Discretionary
$494M
100% of AUM
Avg account
$49.4M
Accounts
10
Employees
6
Advisory reps
0

Firm details

Headquarters
MIAMISBURG, Ohio
CRD number
342266
Registered since
May 27, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

The Connor Group Fund Manager, LLC is an institutional-focused manager organized as an LLC that serves as adviser and sponsor of pooled investment vehicles. It is SEC-registered (registration year shown as 2026) and conducts business as a registered representative of a broker-dealer. The firm’s advisory mandate centers on portfolio management for pooled vehicles, and it lists roles consistent with being a sponsor and general partner or managing member of funds. Fee arrangements combine a percentage-of-assets model with performance-based fees, which aligns with compensation structures common to fund sponsors and active asset managers. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not present itself as a pension consultant or related adviser.

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMISBURG, OH

MONTGOMERY

Location

MIAMISBURG, OH

Headquartered in MIAMISBURG, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.

Metro area
Dayton-Springfield-Kettering, OH
Region
Midwest
County
MONTGOMERY
Address
10510 Springboro Pike
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth