Connelly Capital Management provides portfolio management for pooled vehicles. The firm advises 38 private funds.
Connelly Capital Management reports 3 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 0.6% ($6.76M across 2 accounts) are managed with discretion; $1.05B across 35 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $1.05B | 100.0% | $351M |
| Total | 3 | $1.05B | 100% | $351M |
- Clients
- 3
- Regulatory AUM
- $1.05B
- AUM share
- 100.0%
- Avg. per client
- $351M
Total
- Clients
- 3
- Regulatory AUM
- $1.05B
- AUM share
- 100%
- Avg. per client
- $351M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 38
- Financial planning clients last fiscal year
- 0
Connelly Capital Management is paid through a percentage of assets under management and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Francisco Uriarte owns 50% to 75% of Connelly Capital Management. The leadership team of Connelly Capital Management includes Chief Compliance Officer Cristina Dominguez Martinez. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- Owns 50% to 75% of Connelly Capital Management LLC
Francisco Uriarte
Control person · since February 2022
- Owns 50% to 75% of Connelly Capital Management LLC
Connelly Group LLC
Control person · since February 2022
- Owns 50% to 75% of Connelly Group LLC
Ana Irizarry
Control person · since April 2020
- Owns 50% to 75% of Connelly Group LLC
Gustavo Ayala
Control person · since April 2020
Connelly Capital Management’s regulatory assets grew 1.8× from $587M (June 2024) to $1.05B (March 2026); clients rose from 2 to 3 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.05B | 3 | 2 | 1 |
| Apr 2025April 2025 | $700M | 2 | 2 | 1 |
| Jun 2024June 2024 | $587M | 2 | 2 | 1 |
Besides its headquarters, Connelly Capital Management has 0 offices, with 1 listed address in 1 state.
Puerto Rico · 1 listed address
- 2 Tabonuco Street, Gam Tower, Suite 401, GuaynaboHQ
Contact and registration details
- Legal name
- Connelly Capital Management LLC
- Headquarters
- 2 Tabonuco Street, Gam Tower, Suite 401, Guaynabo, PR 00968
- Website
- connellycap.com
- Phone
- 787-231-8042
- SEC file
- 801-130757
- Structure
- Puerto Rico LLC
- Fiscal year end
- December
Connelly Capital Management has custody of $1.05B for 3 clients.
How many clients does Connelly Capital Management have?
Connelly Capital Management has 3 clients and manages $1.05 billion for them, as of March 2026. They include 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Connelly Capital Management offer?
Connelly Capital Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Connelly Capital Management have?
Connelly Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Connelly Capital Management?
Connelly Capital Management is owned through a holding company by Ana Irizarry and Gustavo Ayala. Its direct owners are Francisco Uriarte (50% to 75%) and Connelly Group LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Connelly Capital Management get paid?
Connelly Capital Management is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Connelly Capital Management?
Connelly Capital Management’s main office is at 2 Tabonuco Street, Gam Tower, Suite 401, Guaynabo, PR 00968. Its phone number is 787-231-8042. Its website is connellycap.com.