THE CONNEMARA GROUP, LLC
Adviser information for THE CONNEMARA GROUP, LLC last updated from Form ADV on March 14th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 313 | $236.2M |
| Non-Discretionary | 0 | $0 |
| Total | 313 | $236.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 69 | $236.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 50 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 236.2M |
| Portfolio Manager | 236.2M |
| Both for Same | 236.2M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| THE CONNEMARA GROUP WRAP PROGRAM | THE CONNEMARA GROUP, LLC |
Identifiers
| SEC RIA File Number | 801-127120 |
|---|---|
| SEC ERA File Number | 801-127120 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281262 |
| Legal Entity Identifier | None |
Principal Office
506 DIAMONDBACK DRIVE#438
GAITHERSBURG
MD
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 301.321.3600, Fax: 301.321.3610
Websites
Chief Compliance Officer
THOMAS BLAKELY CONWAY
MANAGING MEMBER
506 DIAMONDBACK DRIVE
#438
GAITHERSBURG
MD
United States
Tel:
301-321-3600
Fax:
301-321-3610
T**@************M
(Full email address available in API data)
Regulatory Contact
DAVID QUINN
DIR OF INVESTING, CHIEF FINTECH OFFICER
506 DIAMONDBACK DRIVE
$438
GATHERSBURG
MD
United States
Tel:
301-321-3600
Fax:
301-321-3610
D****@************M
(Full email address available in API data)
Industry Affiliates
| ALTERNATIVE FINANCIAL PLANNING | Other investment adviser, including financial planners |
| PINE HARBOR WEALTH MANAGEMENT LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CONWAY, THOMAS, BLAKELY | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 06/2016 | > 75% |
| Quinn, David, Christopher | Individual | – | DIRECTOR OF INVESTING AND CHIEF FINANCIAL TECHNOLOGY OFFICER | 07/2022 | 5-10% |