Connective Capital Management

Overview

Connective Capital Management is a hedge fund based in Palo Alto, California, specializing in technology, healthcare, and emerging energy sectors. The firm focuses on delivering uncorrelated alpha with an emphasis on smaller market capitalizations. Their investment team possesses engineering backgrounds and firsthand experience in target sectors, enabling them to identify behavioral mispricings such as herding and price anchors. The firm employs a fundamental analysis approach and understands market dynamics to exploit investment opportunities. The firm's strategy involves well-diversified funds that aim to deliver returns in all market environments, particularly during volatile and bear markets. Connective Capital Management's management team has a significant portion of their net worth invested in the funds, demonstrating their commitment to the firm's success. The firm is SEC-registered and provides high investor transparency, ensuring compliance and trustworthiness in its operations. Connective Capital Management was founded in 2003 by Rob Romero, who established the firm to leverage insights and industry experience in sectors undergoing disruption. The firm has grown to manage assets under management (AUM) of approximately $230 million as of April 9, 2026. The team comprises 10 employees, including registered advisors and portfolio managers, who work collaboratively to execute the firm's investment strategies and objectives.

Investment Focus

• Accredited Investors
• Institutional Investors
• High Net-Worth Individuals

Portfolio Companies