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CONNECTIVE CAPITAL MANAGEMENT, LLC

PALO ALTO, CA · CRD 161099 · IAPD ↗ · connectcap.com · (650) 321-4545

$230.1MRegulatory AUM
3Advisory reps
10Employees
0Clients
0Planning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
May 2026 — CONNECTIVE CAPITAL MANAGEMENT, LLC reported RAUM down 26% ($312.5M -> $230.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
58
April 2026 — CONNECTIVE CAPITAL MANAGEMENT, LLC reported RAUM up 212% ($100.3M -> $312.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — CONNECTIVE CAPITAL MANAGEMENT, LLC reported RAUM down 44% ($182.5M -> $102.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.