Connective Portfolio Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated February 5, 2026, reports $121M in regulatory assets under management, 2 employees, and 14 accounts.
Assets Under Management
$121M
Employees
2
Offices
--
Total Clients
14
Primary office
NEW YORK, NY
630 THIRD AVENUE, 21ST FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.7% of total clients.
Top client categories% of clientsClients
1
HNWI
85.7%
12
2
Corporations
14.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$121Mas of February 5, 2026
Discretionary100.0%
$121M
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$121M
Total Accounts14
10Y AUM Change+$121M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee7:1
10Y Employee Change0 (0.0%)
* 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.