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Connell Financial Services
Connell Financial Services, LLC is a state-registered investment adviser. The firm has one employee and one investment adviser. It operates with a single...
Overview
Connell Financial Services, LLC is a state-registered investment adviser. The firm has one employee and one investment adviser. It operates with a single investment professional.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Berkeley Heights
Corporate office
Berkeley Heights, NJ, United States
Principals
William F. Connell
Chairman and CEO
Sector focus
Frequently asked questions
What investment stages and sectors does Connell Financial Services target?
In private equity, Connell targets established middle-market companies in industrial manufacturing, services, and logistics — not startups or venture-stage businesses. Its credit arm serves sponsor-backed middle-market companies. Real estate focuses on value-add office and industrial properties. The office generally avoids consumer-facing technology, early-stage biotech, and commodity-driven energy.
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