Data / Investment advisers / Ohio / The Connor Group Fund Manager, LLC
The Connor Group Fund Manager, LLC, Miamisburg, OH: $494 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Connor Group Fund Manager, LLC is an SEC registered investment adviser with its main office in Miamisburg, Ohio and reports $494 million in regulatory assets under management in its Form ADV filed April 24, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 9 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 342266
- SEC file number
- 801-136355
- SEC status
- Approved, effective May 27, 2026
- Main office
- 10510 Springboro Pike, Miamisburg, OH 45342
- Phone
- (937) 434-3095
- Regulatory AUM
- $494,336,803 in the Form ADV filed April 24, 2026
- Discretionary AUM
- $494,336,803
- Accounts
- 10
- Employees
- 6, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 9: 9 real estate funds
- Gross assets of private funds
- $409,386,803
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 24, 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 | 10 | $494.3 million |
Other advisers in Ohio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Park Edge Advisors, LLC | Cleveland | $522.5 million | Not listed | adviserinfo.sec.gov |
| GGM Financial LLC | Columbus | $513 million | Not listed | adviserinfo.sec.gov |
| Fidato Wealth LLC | Middleburg Heights | $510.8 million | Not listed | adviserinfo.sec.gov |
| Dover Partners Inc | Dayton | $508.6 million | Not listed | adviserinfo.sec.gov |
| Cleveland Wealth, LLC | Cleveland | $506.6 million | Not listed | adviserinfo.sec.gov |
| Balanced Wealth Group LLC | Westlake | $494.1 million | Not listed | adviserinfo.sec.gov |
| True Wealth Design, LLC | Akron | $494 million | Not listed | adviserinfo.sec.gov |
| Whitcomb & Hess, Inc. | Ashland | $490.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- The Connor Group Fund Manager, 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.