{
  "crd_number": 297755,
  "slug": "connective-portfolio-management-llc-new-york-ny-297755",
  "primary_business_name": "CONNECTIVE PORTFOLIO MANAGEMENT, LLC",
  "legal_name": "CONNECTIVE PORTFOLIO MANAGEMENT, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-07-27",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-08-18",
  "carried_forward": false,
  "raum_total": 121345569.0,
  "raum_discretionary": 121345569.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 24381079.0,
      "count": 12
    },
    "corporations_other_businesses": {
      "raum": 96964490.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "LA",
    "NY"
  ],
  "websites": [
    "https://connectivepm.com",
    "https://linkedin.com/company/connective-pm-llc?viewAsMember=true"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297755",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/connective-portfolio-management-llc-new-york-ny-297755",
  "display_name": "Connective Portfolio Management, LLC",
  "summary": "Connective Portfolio Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.",
  "citation": "AdvisorCensus. Connective Portfolio Management, LLC (CRD 297755): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Connective Portfolio Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Connective Portfolio Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Connective Portfolio Management, LLC located?",
      "a": "Connective Portfolio Management, LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Connective Portfolio Management, LLC registered with the SEC or a state?",
      "a": "Connective Portfolio Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297755."
    },
    {
      "q": "How much does Connective Portfolio Management, LLC manage?",
      "a": "Connective Portfolio Management, LLC reports $121,345,569 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Connective Portfolio Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Connective Portfolio Management, LLC: Regulatory assets under management: $132,105,385 in the October 2021 data and $121,345,569 in the October 2026 data, down 8%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Connective Portfolio Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (12); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Which custodians does Connective Portfolio Management, LLC use?",
      "a": "Connective Portfolio Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Wealth and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Connective Portfolio Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297755"
    },
    {
      "q": "Does Connective Portfolio Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 5, 2026 says: \"Connective generally requires that clients have a minimum account size of $1 million. Account sizes, however, are negotiable and may, at the discretion of Connective, be aggregated where immediate family members have multiple accounts managed by Connective.\""
    },
    {
      "q": "What changed in Connective Portfolio Management, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 132105385.0,
      "total_employees": 2,
      "filing_date": "2021-04-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 135751258.0,
      "total_employees": 2,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 102676408.0,
      "total_employees": 2,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 109945280.0,
      "total_employees": 2,
      "filing_date": "2024-02-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 111047132.0,
      "total_employees": 2,
      "filing_date": "2025-05-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 121345569.0,
      "total_employees": 2,
      "filing_date": "2026-08-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 5, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Connective generally requires that clients have a minimum account size of $1 million. Account sizes, however, are negotiable and may, at the discretion of Connective, be aggregated where immediate family members have multiple accounts managed by Connective."
        ]
      }
    ],
    "quotes": [
      "Connective generally requires that clients have a minimum account size of $1 million. Account sizes, however, are negotiable and may, at the discretion of Connective, be aggregated where immediate family members have multiple accounts managed by Connective."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Wealth",
      "name_as_filed": "BNY WEALTH",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/connective-portfolio-management-llc-new-york-ny-297755.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 12,
      "fewer_than_5": false,
      "raum": 24381079.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": false,
      "raum": 96964490.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297755",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}