{"url":"https://nivawealth.com/firms/connelly-capital-management-324104","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/324104","regulatoryAum":1054080727,"crd":"324104","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7658652","suffix":null,"lastName":"Ayala","firstName":"Gustavo","middleName":null},{"crd":"8196806","suffix":null,"lastName":"Del Toro","firstName":"Maria","middleName":"Teresa"},{"crd":"5801960","suffix":null,"lastName":"DOMINGUEZ MARTINEZ","firstName":"CRISTINA","middleName":"MARIA"},{"crd":"7986616","suffix":null,"lastName":"ROJAS NIEVES","firstName":"JORGE","middleName":"ANIBAL"},{"crd":"6047918","suffix":null,"lastName":"URIARTE","firstName":"FRANCISCO","middleName":"J."}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-06-25","regulatoryAum":587218392,"clients":2,"employees":2,"offices":1},{"filedOn":"2025-04-08","regulatoryAum":700002315,"clients":2,"employees":2,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":1054080727,"clients":3,"employees":2,"offices":1}],"secFileNumber":"801-130757","legalName":"Connelly Capital Management LLC","displayName":"Connelly Capital Management","slug":"connelly-capital-management-324104","website":"https://connellycap.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/324104/efd6cdd03cda6feb-r1.webp","tone":"light","width":900,"height":200,"sourceUrl":"https://www.connellycap.com/","sourceLabel":"Connelly Capital Management LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Puerto Rico limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2 Tabonuco Street, Gam Tower, Suite 401","city":"Guaynabo","state":"PR","stateName":"Puerto Rico","country":"United States","postalCode":"00968"},"tradeNames":[],"registration":{"secApproved":"26 July 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1054080727,"discretionary":6755958,"discretionaryAccounts":2,"nonDiscretionary":1047324769,"nonDiscretionaryAccounts":35,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":1054080727}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Connelly Capital Management has custody of $1.05B for 3 clients.","otherCustodians":[],"leadership":[{"name":"Cristina Dominguez Martinez","title":"Chief Compliance Officer","crd":"5801960"},{"name":"Francisco Uriarte","title":"Manager","crd":"6047918"}],"ownership":[{"label":"Francisco Uriarte","detail":"Manager in the 50% to 75% ownership band and a control person, since February 2022."},{"label":"Connelly Group LLC","detail":"Manager in the 50% to 75% ownership band and a control person, since February 2022."},{"label":"Ana Irizarry","detail":"Indirect owner: a member of Connelly Group LLC in the 50% to 75% band and a control person, since April 2020.","parent":"Connelly Group LLC"},{"label":"Gustavo Ayala","detail":"Indirect owner: a member of Connelly Group LLC in the 50% to 75% band and a control person, since April 2020.","parent":"Connelly Group LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Puerto Rico","offices":1,"addresses":[{"street":"2 Tabonuco Street, Gam Tower, Suite 401","city":"Guaynabo","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"787-231-8042","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":"0","assetMix":[],"privateFunds":38},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/324104/PDF/324104.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Connelly Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Connelly Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Connelly Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Connelly Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Connelly Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Connelly Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}