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Connective Portfolio Management LLC
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CRD # | 297755 |
SEC # | 801-113747 |
CIK # | 0001905083 |
AUM | $109.9 MM (2024-02-22) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 212-332-7932 |
Address | 630 Third Avenue New York, NY 10017 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001905083] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Chicago Capital Management Advisors LLC
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|
IL | 0.1 |
Johnson Dunn Capital Advisors Inc
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FL | 0.1 |
Fogarty Wealth Management Inc
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TX | 0.1 |
RIA Wealth Advisors LLC
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TX | 0.1 |
Intentional Retirement LLC
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NE | 0.1 |
Maiden Cove Capital LLC
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|
ME | 0.1 |
LD Lowe Wealth Advisory Inc
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|
TX | 0.1 |
Davis Financial Management Inc
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|
KS | 0.1 |
PMG Family Office LLC
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|
TX | 0.1 |
Kurtin Financial Advisers LLC
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|
TX | 0.1 |