Connelly Capital Management Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $6.8M
- Clients
- 3
- Avg AUM / client
- $351M
- Accounts
- 37
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $1.1B | 100.0% |
Private funds (22)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $587M combined gross assets
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gustavo Ayala | Member | Apr 2020 (6y) | ≈ 25% – 56.25% via Connelly Group Llc | |
| Irizarry, Ana, Cristina | Member | Apr 2020 (6y) | ≈ 25% – 56.25% via Connelly Group Llc | |
| Francisco J. Uriarte | Manager | Feb 2022 (5y) | 50% – 75% | |
| Cristina Maria Dominguez Martinez | Chief Compliance Officer | Dec 2023 (3y) | Less than 5% | |
| Maria Teresa Del Toro | Registered representative | Feb 2026 (1y) | ||
| Jorge Anibal Rojas Nieves | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Connelly Group Llc | Manager | Feb 2022 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Gustavo Ayala: 50% – 75% of Connelly Group Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Irizarry, Ana, Cristina: 50% – 75% of Connelly Group Llc × 50% – 75% direct ≈ 25% – 56.25% 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.
Private funds (22, $587M gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 7.38 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
- • Other fees
- • A STATED PERCENTAGE OF TAX SAVINGS.
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) ↗