Advisor at Connelly Capital Management LLC
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Jorge Rojas Nieves is a financial advisor at Connelly Capital Management LLC with Series 66 credentials and over five years of professional experience. His background includes roles at ESP Capital Advisors, Stonecrest Capital Markets, and Special Care Pharmacy Services. Prior to his advisory career, he worked in education at several institutions in Puerto Rico. Connelly Capital Management LLC provides investment advisory services exclusively 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 aligned with the Puerto Rico Incentives Code, employing strategies that incorporate investor-established limitations and tax incentive-driven approaches.
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
ESP Capital Advisors
2025 - Present (1 year)
Stonecrest Capital Markets, INC.
2024 - Present (2 years)
Special Care Pharmacy Services
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
Universidad de Puerto Rico en Bayamon
2018 - 2023 (5 years)
American Military Academy
2016 - 2018 (2 years)
Colegio Otoqui
2014 - 2016 (2 years)
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