Connective Portfolio Management LLC

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Assets, Funds, Holdings

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Connective Portfolio Management LLC
CRD #297755
SEC #801-113747
CIK #0001905083
AUM 121.3 M (2026-02-05)
Employees 2 (100% Investors, 0% Brokers)
Phone212-332-7932
Address630 Third Avenue
New York, NY 10017
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
14011284562802010201520212027
Sector Form 13F Holdings Value ($M)
Vector Acquisition Corp 3.7
Citigroup Inc 3.6
J P Morgan Chase & Co 3.6
iShares Comex Gold Trust 3.6
Petrobras - Petroleo Brasileiro Sa 3.0
Sprott Physical Gold Trust 2.6
Taiwan Semiconductor Manufacturing Co Ltd 2.4
Nvidia Corp 2.3
SPDR Gold Trust 2.2
Microsoft Corp 1.9
View All
Holdings by Sector ($M)
705642281402020202220242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 12 24.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 97.0
(n) Other 0 0.0
Total 14 121.3
By Discretionary
Discretionary 14 121.3
Non-Discretionary 0 0.0
Total 14 121.3
By Non-United States Persons
Non-United States Persons 75.0
United States Persons 46.3
Total 14 121.3
EDGAR Form CIK 2011 - 2026
13F-HR [0001905083]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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4Sight Wealth Advisors LLC
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Gudorf Financial Group LLC
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Symmetry Wealth Management LLC
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