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CONNECTIVE PORTFOLIO MANAGEMENT, LLC
CRD 297755 · SEC 801-113747
630 THIRD AVENUE, 21ST FLOOR, NEW YORK, NY, 10017, United States
Phone
212 332-7932
Fax
212-332-7931
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.3M
Discretionary AUM
$121.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $24.4M |
| Corporations/business entities | 2 | $97.0M |
States served
CA, LA, NY
All web addresses on file
Official SEC filing: View on IAPD