Connective Portfolio Management, Llc
- Regulatory AUM
- $121M
- Discretionary
- $121M
- Clients
- 14
- Avg AUM / client
- $8.7M
- Accounts
- 14
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 12 | $24.4M | 20.1% |
| Corporations and other businesses | 2 | $97.0M | 79.9% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Philippe Robert Comby | President, Cfo, And Manager | CFA | Nov 2014 (12y) | ≈ 18.75% – 50% via Techphab Investors |
| Rudolf Millisits | Ceo; Cco; And Manager | Nov 2014 (12y) | ≈ 18.75% – 50% via Rsm Advisors Llc | |
| Saxton, Richard, Ld | Manager And Member | Nov 2014 (12y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rsm Advisors Llc | Member | Nov 2014 | A | 25% – 50% |
| Techphab Investors | Member | Nov 2014 | A | 25% – 50% |
| Hottinger U.S. Inc. | Owner | Feb 2015 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Philippe Robert Comby: 75% – 100% of Techphab Investors × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Rudolf Millisits: 75% – 100% of Rsm Advisors Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 907 KB | 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bny Wealth $75.3M (62% of AUM) Feb 2026
- RBC $68.7M (62% of AUM) May 2025
- Pershing $46.0M (38% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗