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Connable Office Inc.
The Connable Office, Inc., a Cresset company, is a historic multi-family office and trust company headquartered in Kalamazoo, Michigan. Founded in the late 1800s, it originated as a single-family office and has served client families for over 125 years, growing into one of the country’s first multi-family offices. It provides holistic wealth management, estate planning, trust administration, and investment management services to high-net-worth and ultra-high-net-worth multi-generational families across the US and abroad. The firm is known for stability, multi-generational expertise, and highly personalized service, serving a deliberately limited number of family clients. As of 2024, Connable's team—including leadership such as Loyal Eldridge III, Kenneth Larason, James Melvin, and Bradley Weller—joined Cresset Asset Management through acquisition, combining their resources and expanding national presence.
Investment Strategy
The Connable Office customizes investment plans for each client family, building portfolios based on their unique goals, objectives, risk tolerance, and tax considerations. The firm maintains a long-term, strategic allocation with a global perspective, diversifying across asset classes to optimize risk-adjusted returns. Portfolio management is ongoing and dynamic, considering macro-economic and geopolitical factors, as well as evolving family dynamics. This approach is coordinated with holistic financial, estate, and legacy planning to ensure wealth preservation across generations. Connable limits new client families to preserve its high-touch, tailored service model.
Latest 13F Filing Activity
Connable Office Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 224 equity positions with a total 13F market value of $1B. The fund increased holdings in SPDR S&P 500 Etf Trust, Ishares Msci USA Quality Factor Etf, Ishares Core Us Aggregate Bond among other positions. Connable Office Inc. reduced exposure to Invesco S&P 500 Equal Weight Etf, Vanguard Mid-cap Etf, Vanguard Ftse Europe Etf among others.
Top Holdings
Equity Positions (224)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF Trust | 24.05% | $243.0M | 393,352 | $328.89 | $617.85 | +$23.4M |
V VEA | Vanguard FTSE Developed Markets ETF | 7.44% | $75.2M | 1,318,862 | $39.14 | $57.01 | +$6.4M |
E EEM | iShares MSCI Emerging Markets ETF | 5.51% | $55.7M | 1,153,905 | $39.42 | $48.24 | +$4.7M |
A AGG | iShares Core US Aggregate Bond | 3.94% | $39.8M | 401,098 | $99.23 | $99.20 | +$12.0M |
I IEMG | iShares Core MSCI Emerging Markets ETF | 3.90% | $39.4M | 656,140 | $50.78 | $60.03 | +$3.6M |
Industry Allocation
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