|
⚲
|
| Keyboard |
| Connetic RIA LLC
✚
|
|
|---|---|
| CRD # | 329078 |
| SEC # | 801-130512 |
| CIK # | |
| AUM | 41.3 M (2026-06-29) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 859-201-6235 |
| Address | 910 Madison Avenue Covington, KY 41011 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Conviction Series I LLC | [2026-03-05] | 0.5 M | 0.5 M |
| Offered $500,000 · Filed 2025-11-25 (D) · Exemption 506(b) · Minimum $50,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 40.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 41.3 |
| By Discretionary | ||
| Discretionary | 2 | 41.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 41.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 41.3 | |
| Total | 2 | 41.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Bradley Zapp | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capra Credit Management LLC
✚
|
NY | 45.1 M |
|
Capra IBEX Credit Opportunities LLC
✚
|
NY | 45.1 M |
|
King Ridge Capital Advisors LLC
✚
|
45.1 M | |
|
Yorkville America Equities LLC
✚
|
NJ | 42.6 M |
|
Neiman Funds Management LLC
✚
|
NY | 41.2 M |
|
Goose Hollow Capital Management LLC
✚
|
NJ | 41.0 M |
|
P3 Asset Management LLC
✚
|
WA | 40.3 M |
|
Equalize Capital LLC
✚
|
PR | 39.5 M |
|
Anthony Capital Management LLC
✚
|
WI | 37.9 M |
|
Gemcorp Capital Advisors LLC
✚
|
NY | 36.5 M |