CONNELLY CAPITAL MANAGEMENT LLC
SEC RegisteredWe help business owners achieve their goals.
About the firm
Connelly Capital is an investment bank whose Managing Directors and Senior team collectively have over 45 years of hands-on experience as C-level executives, owners, lenders, advisors, and investors across Puerto Rico, the US Virgin Islands, the United States, and Latin America. Unlike traditional investment bankers, the firm approaches transactions from a business owner's perspective, offering a holistic and practical approach to clients' challenges.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Business valuations, sell side advisory services, buy side advisory services, acquisition financing, equity raising, and recapitalization. The firm focuses on strategic acquisitions, divestitures, restructurings, capital raising, and private equity management.
Who they serve
Privately held business owners across diverse industries.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 3 | $1.1B |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONNELLY CAPITAL MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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