# Connell Financial Services

Connell Financial Services is a RIA based in Berkeley Heights, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Berkeley Heights, United States
- **Region:** North America
- **Address:** Berkeley Heights, NJ, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 338649
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338649

## About

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.

## Sectors

- Private Equity
- Real Estate
- Credit

## People

- William F. Connell — Chairman and CEO

## 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.

## Related profiles

- [Black Mountain Investments](https://altss.com/profile/black-mountain-investments-gp-llc)
- [ARC180 Capital](https://altss.com/profile/arc180-capital-llc)

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Last updated: 2026-07-06T01:24:14.474Z

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