Firm profile

CONNECTIVE CAPITAL MANAGEMENT, LLC

PALO ALTO, CACRD 161099Latest ADV April 9, 2026

Connective Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palo Alto, CA. Its latest Form ADV filing, dated April 9, 2026, reports $230M in regulatory assets under management, 10 employees, and 2 accounts.

Assets Under Management
$230M
Employees
10
Offices
--
Total Clients
<5
Primary office
PALO ALTO, CA
720 UNIVERSITY AVENUE, SUITE 100, PALO ALTO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEORobert M. Romero
CCOTao Long

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$230Mas of April 9, 2026
Discretionary100.0%
$230M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$230M
Total Accounts2
10Y AUM Change+$126M (+121.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee0:1
10Y Employee Change+3 (+42.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.