Multi-Family OfficeRIA · CRD 335624SEC-Registered

Updated:

Connective Wealth Partners

Connective Wealth Partners, LLC is an SEC-registered investment adviser since 2025. The firm manages approximately $78 million in regulatory assets.

Connective Wealth Partners

Connective Wealth Partners, LLC is an SEC-registered investment adviser since 2025. The firm manages approximately $78 million in regulatory assets. It has 12 employees and 10 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2009

AUM

Undisclosed

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

San Francisco, CA, United States

Principals

Sean D. Miller

Founder & Managing Partner

Sector focus

FinTechEnterprise SoftwareDigital HealthAI/ML

Frequently asked questions

Who runs investment decisions at Connective Wealth Partners?

Sean D. Miller, the firm's Founder and Managing Partner, leads investment strategy and decision-making. His background in institutional finance informs the firm's venture allocation framework, though Connective Wealth does not publicly disclose a formal investment committee. The concentrated nature of the firm's LP base keeps the approval structure streamlined.

How does Connective Wealth Partners source proprietary deal flow?

The firm sources deals primarily through the personal and professional networks of its limited partners, who are predominantly technology founders and senior executives. This insider-access model gives Connective Wealth visibility into early-stage rounds and co-investment opportunities that are often relationship-dependent and not broadly marketed to institutional LPs.

Is Connective Wealth Partners structured as a single family office or does it operate more like a venture firm?

Connective Wealth Partners is a multi-family office and registered investment advisor that acts as an outsourced chief investment officer. It is not a venture capital firm raising blind-pool funds from third-party investors. Instead, it pools capital from a small group of technology principals and their families to access direct deals, fund commitments, and co-investments.

Does Connective Wealth Partners participate in fund commitments or only direct deals?

The firm uses a hybrid deployment model that includes both direct company investments and commitments to external venture capital funds. This dual approach allows Connective Wealth to capture top-quartile manager returns through fund allocations while maintaining the flexibility to concentrate capital in select direct opportunities sourced through its networks.

What investment stages does Connective Wealth Partners typically target?

Connective Wealth invests across early-stage and growth-stage venture opportunities. The stage focus is dictated less by a rigid mandate and more by the quality of the relationship-driven deal flow its network produces, which tends to concentrate in Series A through late-stage private rounds in the technology sector.

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