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CONNECTIVE PORTFOLIO MANAGEMENT, LLC
CRD 297755File 801-113747
APPROVED
Retail clients
Filing as of Aug 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$121.3M
Bottom 25% of cohort (national)
Discretionary AUM
$121.3M
Clients
14
14 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 27, 2018
- Principal office
- 630 THIRD AVENUE, 21ST FLOOR, NEW YORK, NY, 10017
- Phone
- 212 332-7932
- Website
- HTTPS://WWW.CONNECTIVEPM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $121.3M
- Discretionary AUM
- $121.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 14
- Non-discretionary accounts
- 0
- Total accounts
- 14
- AUM per client
- $8.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $97.0M |
| High net worth individuals | 12 | $24.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | AUM | $111,047,132 | $121,345,569 | increased by$10,298,437 |
| Mar 1, 2026 | Accounts | 19 | 14 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 22 | 14 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $135,751,258 | $111,047,132 | decreased by$24,704,126 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 22 | 19 | decreased by3 |
| Apr 1, 2022 | AUM | $132,105,385 | $135,751,258 | increased by$3,645,873 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONNECTIVE PORTFOLIO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONNECTIVE PORTFOLIO” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.