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 $109.9 MM (2024-02-22)
Employees 2 (100% Investors, 0% Brokers)
Phone212-332-7932
Address630 Third Avenue
New York, NY 10017
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
14011284562802009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 4.5
META 434,852.0 3.2
QCOM 147,392.0 2.7
AMAT 82,662.4 2.5
MSFT 1,918,222.4 2.2
TSM 437,370.3 2.2
AAPL 2,382,844.0 2.2
AMZN 1,092,997.8 2.1
CCJ 8,999.9 2.1
GOOGL 1,475,138.5 2.0
View All
Holdings by Sector ($MM)
705642281402022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 14 20.1
(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 3 89.9
(n) Other 0 0.0
Total 17 109.9
By Discretionary
Discretionary 17 109.9
Non-Discretionary 0 0.0
Total 17 109.9
By Non-United States Persons
Non-United States Persons 69.0
United States Persons 40.9
Total 17 109.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001905083]
Comparable Firms State AUM ($BB)
Chicago Capital Management Advisors LLC
IL 0.1
Johnson Dunn Capital Advisors Inc
FL 0.1
Fogarty Wealth Management Inc
TX 0.1
RIA Wealth Advisors LLC
TX 0.1
Intentional Retirement LLC
NE 0.1
Maiden Cove Capital LLC
ME 0.1
LD Lowe Wealth Advisory Inc
TX 0.1
Davis Financial Management Inc
KS 0.1
PMG Family Office LLC
TX 0.1
Kurtin Financial Advisers LLC
TX 0.1
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