The CONNELLY CAPITAL MANAGEMENT is a privately held investment adviser that advises $1.08Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. CONNELLY CAPITAL MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 823.94% over the last 3-years.
The Group has been registered with the SEC for 3.53 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 2 TABONUCO STREET, GAM TOWER SUITE 401, SAN JUAN, PUERTO RICO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees decreased by 33.33% over the last 3-years.
Their $1.08Bn in assets advised are owned by 38 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $1.08Bn or 100% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 38 private funds with $1.08Bn in assets.
The Group discloses management fees.
CONNELLY CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.