Overview
Who we are
Connective Capital Management, LLC (the “Firm”) is a U.S. Securities and Exchange Commission
(“SEC”) registered investment adviser. The Firm has been in business since 2004. The principal owner
of the Firm is Robert Romero.
Services we offer
The Firm provides investment management services to, and has discretionary investment authority over
the assets of pooled investment vehicles including the following:
Connective Capital I QP, LP
Connective Capital Emerging Energy QP, LP
(altogether, the “Funds”)
The Funds were formed to pool investment funds of investors. The Firm also serves as general partner to
the Funds. The Principal owner of the Firm is an investor in the Funds. The Firm does not hold itself out
as specializing in a particular type of advisory service. Please review the Firm’s investment guidelines,
specified below under “Client Investment Guidelines and Parameters.”
The Firm may also provide investment management services to Separately Managed Accounts
(“Managed Accounts”). Collectively, Managed Accounts and Funds may be referred to as “Clients”
herein.
All discussions of Clients in this brochure, including but not limited to their investments, the strategies
used in managing their assets, the fees and other costs associated with investments and conflicts of
interest faced by the Firm and its affiliates in connection with management of the Client accounts are also
qualified by reference to each Fund’s respective confidential
offering memorandum and governing
documents (collectively referred to herein as “Offering Documents”) or the relevant investment
management agreements for Managed Accounts.
The Firm’s investment objective is to seek to identify and capitalize on equity market pricing
discrepancies to generate returns in excess of risk-free returns, with an emphasis on capital preservation.
Advisory services include, among other things, providing advice regarding the selection of investments.
Specifically, the Firm provides advisory services to Funds that operate as pooled investment vehicles and
seeks to provide diversification, management expertise and other advantages to investors. Lower fees for
comparable services may be available from other sources.
Regarding an investment in the Funds, each investor’s investment will be allocated in the same manner as
each of the other investors who made investments in the Funds, consistent with the Offering Documents.
With respect to the Managed Accounts, the Firm tailors its advisory services to the individual needs of its
investors in such Managed Accounts, subject to the terms of an investment management agreement.
The Firm does not participate in or provide portfolio management services to wrap fee programs.
Assets under management
As of December 31, 2023, the Firm managed assets of $102.9 million on a discretionary basis. The Firm
does not manage assets on a non-discretionary basis.