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Connective Portfolio Management, LLC
Connective Portfolio Management, LLC is an investment management firm headquartered in New York, NY, United States. The firm specializes in providing advanced investment research and portfolio management with an analytical approach influenced by Swiss private banking traditions. It was founded with the mission to connect specific data points into a comprehensive analytical framework to deliver personalized and transparent offerings tailored to the financial goals of private and institutional investors. The firm currently has 2 employees, primarily focused on investment management and research, serving high net worth individuals and other investors.
Investment Strategy
Connective Portfolio Management focuses on producing advanced investment research by connecting specific data points into a comprehensive analytical framework. The firm leverages years of global money management experience and adopts a personalized approach to investing, emphasizing transparency and close relationships with clients. Drawing on its roots in Swiss private banking, CPM aims to align investment opportunities with the unique financial goals of private and institutional investors, maintaining a focus on quality opportunities through robust data-driven analysis.
Latest 13F Filing Activity
Connective Portfolio Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 38 equity positions with a total 13F market value of $57M. The fund increased holdings in Oracle Corp., JPMorgan Chase & Co., Citigroup Inc. among other positions. Connective Portfolio Management, LLC reduced exposure to International Business Machs, Lam Research Corp., Marvell Technology Inc. among others.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IAU | ISHARES GOLD TR | 7.95% | $4.5M | 62,029 | $48.33 | $72.77 | +$613.0K |
M MSFT | MICROSOFT CORP | 6.80% | $3.8M | 7,424 | $374.41 | $517.95 | +$132.9K |
E EEM | ISHARES TR | 6.21% | $3.5M | 66,125 | $51.37 | $53.40 | +$2.3M |
G GLD | SPDR GOLD TR | 5.93% | $3.4M | 9,465 | $217.79 | $355.47 | +$455.6K |
O ORCL | ORACLE CORP | 4.18% | $2.4M | 8,300 | $281.24 | $281.24 | +$2.4M |
Industry Allocation
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