Connective Portfolio Management, LLC
Connective Portfolio Management, LLC is an SEC-registered ria in New York, NY with $121.3M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Connective Portfolio Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297755, SEC 801-113747, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $121.3M (2026-02-05)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 2
- Clients
- 14
- CRD
- 297755
- Ownership
- COMBY, PHILIPPE, ROBERT; SAXTON, RICHARD, LD; MILLISITS, RUDOLF; RSM ADVISORS LLC; TECHPHAB INVESTORS
How much AUM does Connective Portfolio Management, LLC have?
Connective Portfolio Management, LLC reported $121.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Connective Portfolio Management, LLC?
Disclosed owners and executives of Connective Portfolio Management, LLC include COMBY, PHILIPPE, ROBERT, SAXTON, RICHARD, LD, MILLISITS, RUDOLF, RSM ADVISORS LLC, TECHPHAB INVESTORS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.