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Building 2CONNELLY CAPITAL MANAGEMENT LLC

Map pinGUAYNABO, PR
Phone787-231-8042
NotebookSEC #801-130757
Total AUM
$1.1B
Employees
2
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 TABONUCO STREET, GAM TOWER
SUITE 401
GUAYNABO
PR 00968
United States
Operating Hours
9:00 A.M.-6:00 P.M.
Monday - Friday
Phone
787-231-8042

ReceiptFinancials

Total AUM
$1.1B
Accounts
37
Discretionary
$6.8M
Accounts
2
Non-Discretionary
$1B
Accounts
35

ContactClients

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Pooled Vehicle Clients
3
AUM
$1.1B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
A STATED PERCENTAGE OF TAX SAVINGS.

Shield checkCompliance

Disclosures

None reported

State Registrations
PR

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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