Advisor at Connelly Capital Management LLC
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Firm
Connelly Capital Management LLC
Location
Guaynabo, PR 00968
Credentials
Series 63, Series 65
Industry experience
1 year
Francisco Uriarte is a financial advisor with Connelly Capital Management LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. He has held management roles at Connelly Capital Securities LLC, ESP Capital Advisors, and Aireko Capital. Uriarte serves on the investment subcommittee of the Latino Corporate Directors Association and holds board positions with several nonprofit and corporate organizations in Puerto Rico, including entities focused on entrepreneurship, solar energy, insurance, and construction. Connelly Capital Management LLC provides investment advisory services to pooled investment vehicles structured as series limited liability companies, managing approximately $700 million in assets. The firm focuses on equity and debt investments in privately held companies leveraging Puerto Rico-specific tax incentives and employs a governance model that often incorporates investor-established limitations alongside discretionary management.
Based on Connelly Capital Management LLC
N/A - N/A: 1.00% to 1.50% annually (Management Fee) N/A - N/A: 1.00% to 3.00% one-time (Structuring Fee) N/A - N/A: $25,000 one-time (Organization Fee)
Incentive/performance-based fees ranging from 10% to 15% of tax savings generated by Series and/or carried interest based on profits as described in governing documents.
2 Tabonuco Street, Gam Tower, Suite 401
Guaynabo, PR 00968
Puerto Rico
Connelly Capital Securities LLC
2025 - Present (1 year)
ESP Capital Advisors
2023 - Present (3 years)
Connelly Capital Management
2022 - Present (4 years)
ESP Advisors, LLC
2018 - 2023 (5 years)
Aireko Capital
2014 - 2018 (4 years)
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