Connor Capital Sb, Llc
- Regulatory AUM
- $197M
- Discretionary
- $197M
- Clients
- 8
- Avg AUM / client
- $24.6M
- Accounts
- 8
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $197M | 100.0% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $178M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cc Usrl Lp | Private Equity Fund | Delaware | $81.8M | 25 |
| Connor Capital Transportation Opportunities I, Lp master | Private Equity Fund | Delaware | $26.4M | 18 |
| Ccsb1 Watco Lp | Private Equity Fund | Delaware | $22.9M | 6 |
| Ccsb1 Loadsmart Lp | Private Equity Fund | Delaware | $17.5M | 41 |
| Ccsb Rpco Lp | Private Equity Fund | Delaware | $11.0M | 3 |
| Ccsb Wper Lp | Private Equity Fund | Delaware | $8.8M | 23 |
| Ccdw Rail Lp | Private Equity Fund | Delaware | $5.4M | 8 |
| Ccto1 Uber1 Lp | Private Equity Fund | Delaware | $2.9M | 7 |
| Ccsbv1 Mexico Lp | Private Equity Fund | Delaware | $1.3M | 6 |
| Ccsb1 Aus Lp | Private Equity Fund | Delaware | $275K | 6 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Connor, John, Tracy | Manager, Member, Chief Executive Officer And Chief Investment Officer | Nov 2015 (11y) | 75% or more | |
| Rodgers, John, Barclay | Chief Operating Officer, Chief Compliance Officer | Mar 2017 (9y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $178M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cc Usrl Lp | Private Equity Fund | $81.8M | $25.0K | 25 |
| Connor Capital Transportation Opportunities I, Lp | Private Equity Fund | $26.4M | $50.0K | 18 |
| Ccsb1 Watco Lp | Private Equity Fund | $22.9M | $50.0K | 6 |
| Ccsb1 Loadsmart Lp | Private Equity Fund | $17.5M | $10.0K | 41 |
| Ccsb Rpco Lp | Private Equity Fund | $11.0M | $50.0K | 3 |
| Ccsb Wper Lp | Private Equity Fund | $8.8M | $14.0K | 23 |
| Ccdw Rail Lp | Private Equity Fund | $5.4M | $50.0K | 8 |
| Ccto1 Uber1 Lp | Private Equity Fund | $2.9M | $50.0K | 7 |
| Ccsbv1 Mexico Lp | Private Equity Fund | $1.3M | $50.0K | 6 |
| Ccsb1 Aus Lp | Private Equity Fund | $275K | $50.0K | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.57 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • BOARD MEMBER COMPENSATION RELATED TO THE INVESTMENT
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗