⚲
|
Connective Portfolio Management LLC
✚
| |
---|---|
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) |
---|
CIK | Period |
---|---|
0001905083 | |
/ |
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Nvidia Corp | 399,550.0 | 4.5 | |
Facebook Inc | 434,852.0 | 3.2 | |
Qualcomm Inc/DE | 147,392.0 | 2.7 | |
Applied Materials Inc /DE | 82,662.4 | 2.5 | |
Microsoft Corp | 1,918,222.4 | 2.2 | |
Taiwan Semiconductor Manufacturing Co Ltd | 437,370.3 | 2.2 | |
Apple Inc | 2,382,844.0 | 2.2 | |
Amazon Com Inc | 1,092,997.8 | 2.1 | |
Cameco Corp | 8,999.9 | 2.1 | |
Alphabet Inc | 1,475,138.5 | 2.0 | |
Vertex Pharmaceuticals Inc / Ma | 70,632.1 | 1.9 | |
J P Morgan Chase & Co | 340,169.2 | 1.8 | |
Analog Devices Inc | 77,186.0 | 1.8 | |
Wal Mart Stores Inc | 335,434.5 | 1.7 | |
Exxon Mobil Corp | 385,508.3 | 1.6 | |
iShares Comex Gold Trust | 1.4 | ||
Salesforce Com Inc | 170,602.7 | 1.3 | |
Chipotle Mexican Grill Inc | 36,040.0 | 1.3 | |
SPDR Gold Trust | 1.2 | ||
Novo Nordisk A S | 245,328.6 | 1.2 | |
Bank of America Corp /DE/ | 278,315.2 | 1.1 | |
Broadcom Inc | 201,282.9 | 1.1 | |
FPL Group Inc | 150,166.4 | 1.1 | |
Western Digital Corp | 14,637.5 | 1.1 | |
Hess Corp | 35,147.8 | 1.0 | |
Walt Disney Co | 174,716.7 | 1.0 | |
GS Acquisition Holdings Corp | 3,612.4 | 1.0 | |
Alibaba Group Holding Ltd | 312,333.0 | 0.9 | |
Prev | Page 1 | Next |
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 |