# Connective Portfolio Management, LLC

> 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.

- CRD: 297755
- Filed as: CONNECTIVE PORTFOLIO MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297755
- AdvisorCensus page: https://advisorcensus.com/firm/connective-portfolio-management-llc-new-york-ny-297755

## Quick answers

**How is Connective Portfolio Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Connective Portfolio Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Connective Portfolio Management, LLC located?**
Connective Portfolio Management, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Connective Portfolio Management, LLC registered with the SEC or a state?**
Connective Portfolio Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297755.

**How much does Connective Portfolio Management, LLC manage?**
Connective Portfolio Management, LLC reports $121,345,569 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).

**How have Connective Portfolio Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Connective Portfolio Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); corporations or other businesses not listed above (2).

**Which custodians does Connective Portfolio Management, LLC use?**
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.

**Does Connective Portfolio Management, LLC report any disciplinary disclosures?**
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

**Does Connective Portfolio Management, LLC state an account minimum?**
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."

**What changed in Connective Portfolio Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 5, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Wealth
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $121,345,569
- Discretionary: $121,345,569
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 12 | $24,381,079 |
| Corporations or other businesses not listed above | 2 | $96,964,490 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- connectivepm.com
- LinkedIn @connective-pm-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $132,105,385 | 2 | April 9, 2021 |
| October 2022 | $135,751,258 | 2 | March 28, 2022 |
| October 2023 | $102,676,408 | 2 | March 21, 2023 |
| October 2024 | $109,945,280 | 2 | February 22, 2024 |
| October 2025 | $111,047,132 | 2 | May 27, 2025 |
| October 2026 | $121,345,569 | 2 | August 18, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Connective Portfolio Management, LLC (CRD 297755): Form ADV filing data as of October 2026.