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CONNELLY CAPITAL MANAGEMENT LLC

GUAYNABO, PR · CRD 324104 · IAPD ↗ · connellycap.com · 787-231-8042

$1.05BRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
38Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — CONNELLY CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($700.0M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
83
August 2024 — CONNELLY CAPITAL MANAGEMENT LLC (GUAYNABO, PR) is newly SEC-registered with $587.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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