Core Wealth Partners LLC

Connective Capital Management, LLC is a registered investment advisor based in Palo Alto, CA, established in 2004 by principal owner Robert Romero. The firm specializes in providing investment management services to pooled investment vehicles, including Connective Capital I QP, LP, and Connective Capital Emerging Energy QP, LP. They also offer services to Separately Managed Accounts. The firm's investment objective is to identify equity market pricing discrepancies to generate returns exceeding risk-free returns, with a focus on capital preservation. The minimum initial investment in the Funds is $500,000, with a typical minimum investment of $15,000,000 for Managed Accounts. As of December 31, 2024, the firm managed assets of $100.3 million on a discretionary basis. Fees for Managed Accounts include an asset-based fee ranging from 0%-2% and a performance fee of 20%. The firm acts as a fiduciary and has not been involved in any legal or regulatory actions. They have a Code of Ethics in place to ensure unbiased services and have a comprehensive risk management system. Clients receive periodic reports and have the option to direct the voting of their securities. The firm does not accept pre-payment of fees exceeding $1,200 per client six months in advance and has no financial conditions impairing its ability to meet obligations.