Data / Investment advisers / Puerto Rico / Connelly Capital Management LLC
Connelly Capital Management LLC, Guaynabo, PR: $1.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Connelly Capital Management LLC is an SEC registered investment adviser with its main office in Guaynabo, Puerto Rico and reports $1.1 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and other fees. It advises 38 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 324104
- SEC file number
- 801-130757
- SEC status
- Approved, effective July 26, 2024
- Main office
- 2 Tabonuco Street, GAM Tower Suite 401, Guaynabo, PR 00968
- Phone
- (787) 231-8042
- Website
- connellycap.com
- Regulatory AUM
- $1,054,080,727 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $6,755,958
- Non discretionary AUM
- $1,047,324,769
- Accounts
- 37
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Private funds
- 38: 38 private equity funds
- Gross assets of private funds
- $1,077,661,454
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $1.05 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.05 billion | March 27, 2026 |
| December 1, 2025 | $700 million | April 8, 2025 |
Other advisers in Guaynabo
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mission Prime LLC | Guaynabo | $2.35 billion | Not listed | adviserinfo.sec.gov |
| Freedom Advisory | Guaynabo | $880.6 million | Not listed | adviserinfo.sec.gov |
| X-Square Capital | Guaynabo | $790.9 million | 3 | adviserinfo.sec.gov |
| Atlas Asset Management LLC | Guaynabo | $700.6 million | Not listed | adviserinfo.sec.gov |
| The Phoenix Fund Advisor LLC | Guaynabo | $596.4 million | 1 | adviserinfo.sec.gov |
| Universal Financial Services Inc. | Guaynabo | $324.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Guaynabo, PR
- Investment advisers in Puerto Rico
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Connelly Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.