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CONNECTIVE PORTFOLIO MANAGEMENT, LLC
CRD 297755File 801-113747
APPROVED
Retail clients
Filing as of Feb 5, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.