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Private equityFirmventure with pe activity · probableunsized

Connors Investor Services Inc

Private Equity

Wyomissing, PA

Connors Home - Investment Portfolios and Solutions. The Smart Option Since 1969

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:9831a905-5bb9-48fb-9ab8-3085a001257e

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 8:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 46
Dated events: 21
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
28 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Connors Investor Services Inc

Venture manager · shared crd

RIA / Wealth Managementidentity

CONNORS INVESTOR SERVICES INC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 7
PE funds: 0
Vintages: 2017 to 2017
Regulatory AUM: $1.1B
Investments: 0
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Latest ADV filing: Oct 22, 2024
Employees (ADV): 9
Website: connorsinvestor.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
CIS Balanced Investment Partners II	2017	Mature	Other Private Fund	n/a	$9.0M
CIS Microcap Growth Partners	n/a	Harvest	Hedge Fund	n/a	$8.1M
CIS Income & Growth Partners	n/a	Unknown	Other Private Fund	n/a	$22.7M
CIS Balanced Investment Partners	n/a	Mature	Other Private Fund	n/a	$24.8M
CIS Index Overwrite Partners	n/a	Harvest	Other Private Fund	n/a	$10.8M
CIS Hedged Growth Partners	n/a	Mature	Other Private Fund	n/a	$26.1M
CIS Alternative Investment Partners	n/a	Wound down	Other Private Fund	n/a	$1.6M

Relationships

Employs (28)

→ Russell J. Fuller, CFA, Ph.D.PersonPresident and CIO, Fuller & Thaler Asset Management, Inc., San Mateo, CA
factThe subject's own site
→ Jennifer SpinkaPersonOperations & Client Services
factThe subject's own site
→ Kevin Francis CrawfordPersonDirector
Jul 1, 2015 to presentfactForm ADV, The subject's own site
→ Peter James ConnorsPersonPresident, Director, Treasurer, Trustee
Apr 1, 2001 to presentfactForm ADV, The subject's own site
→ Mike NoonPersonVice President
factThe subject's own site
→ Thomas Raymond PlattPersonVice President
Nov 1, 2013 to presentfactForm ADV, The subject's own site
→ Robert John CagliolaPersonVice President
Apr 1, 2002 to presentfactForm ADV, The subject's own site
→ Robert W HahnPersonVice President
Sep 1, 2017 to presentfactForm ADV, The subject's own site
→ Brian Gary MccoyPersonVice President
Mar 1, 2003 to presentfactForm ADV, The subject's own site
→ Lidia Hladun ZidikPersonVice President, Secretary
Mar 1, 2014 to Mar 31, 2022inferenceForm ADV, The subject's own site
→ Debora M CovellPersonVice President/Chief Compliance Officer
Oct 1, 2017 to presentfactForm ADV, The subject's own site
→ Connie BoyerPersonOperations & Client Services
factThe subject's own site
→ Trudy ZerbePersonOperations & Client Services
factThe subject's own site
→ Sue PerfettoPersonOperations & Client Services
factThe subject's own site
→ Brendan McElroyPersonOperations & Client Services
factThe subject's own site
→ Kate MoyerPersonOperations & Client Services
factThe subject's own site
→ Paul G OxholmPersonDirector
Aug 1, 2014 to presentfactForm ADV, The subject's own site
→ Marlin MillerPersonDirector
Nov 1, 1969 to presentfactForm ADV
→ Ronald Harry SeherPersonShareholder
Apr 1, 2001 to presentfactForm ADV
→ Robert Charles LeaymanPersonShareholder
Dec 1, 2018 to presentfactForm ADV
→ Steven SilvermanPersonSenior Vice President
Jan 1, 2003 to presentfactForm ADV
→ Steven Earl PottiegerPersonVice President
May 1, 2005 to presentfactForm ADV
→ Russell Jay FullerPersonDirector
Mar 1, 2012 to presentfactForm ADV
→ JAN Connors DagenhartPersonTrustee
Jan 1, 2020 to presentfactForm ADV
→ Ryan F MccallumPersonVice President
Feb 1, 2022 to presentfactForm ADV
→ Michael J NoonPersonVice President
Mar 1, 2014 to Mar 30, 2023inferenceForm ADV
→ William MoranPersonShareholder
Nov 1, 1969 to Mar 31, 2022inferenceForm ADV
→ James Milyard ConnorsPersonChairman, Director
Nov 1, 1969 to Mar 31, 2020inferenceForm ADV

Manages (7)

→ CIS Balanced Investment Partners IIFundPrivate Equity Fund
Mar 25, 2017 to presentfactForm ADV
→ CIS Microcap Growth PartnersFundHedge Fund
Mar 30, 2012 to presentfactForm ADV
→ CIS Alternative Investment PartnersFundHedge Fund
Mar 30, 2012 to presentfactForm ADV
→ CIS Balanced Investment PartnersFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ CIS Hedged Growth PartnersFundHedge Fund
Mar 30, 2012 to presentfactForm ADV
→ CIS Income & Growth PartnersFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ CIS Index Overwrite PartnersFundHedge Fund
Mar 30, 2012 to presentfactForm ADV

Owns (2)

← Connors, James M. Irrevocable TrustFirmShareholder Anna M. Connors Trustee To James M. Connors Irrevocable Trust
Jan 1, 2020 to presentfactForm ADV
← Connors, Anna M. Revocable TrustFirmShareholder Anna M. Connors Trustee To Anna M. Connors Revocable Trust
Jan 1, 2020 to presentfactForm ADV

Dated events

8 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 30, 2023
Person left
Michael J Noon (Vice President) no longer on Schedule A of Connors Investor Services Inc
Form ADVobserved 7 days ago
Occurred
Mar 31, 2022
Person left
William Moran (Shareholder) no longer on Schedule A of Connors Investor Services Inc
Form ADVobserved 7 days ago
Occurred
Mar 31, 2022
Person left
Lidia Hladun Zidik (Vice President, Secretary) no longer on Schedule A of Connors Investor Services Inc
Form ADVobserved 7 days ago
Occurred
Feb 1, 2022
Person joined
Ryan F Mccallum joined Schedule A of Connors Investor Services Inc as Vice President
Form ADVobserved 7 days ago
Occurred
Mar 31, 2020
Person left
James Milyard Connors (Chairman, Director) no longer on Schedule A of Connors Investor Services Inc
Form ADVobserved 7 days ago
Occurred
Jan 1, 2020
Person joined
JAN Connors Dagenhart joined Schedule A of Connors Investor Services Inc as Trustee
Form ADVobserved 7 days ago
Occurred
Oct 1, 2017
Person joined
Debora M Covell joined Schedule A of Connors Investor Services Inc as Vice President/Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Sep 1, 2017
Person joined
Robert W Hahn joined Schedule A of Connors Investor Services Inc as Vice President
Form ADVobserved 7 days ago
Occurred
Jul 1, 2015
Person joined
Kevin Francis Crawford joined Schedule A of Connors Investor Services Inc as Director
Form ADVobserved 7 days ago
Occurred
Aug 1, 2014
Person joined
Paul G Oxholm joined Schedule A of Connors Investor Services Inc as Director
Form ADVobserved 7 days ago
Occurred
Nov 1, 2013
Person joined
Thomas Raymond Platt joined Schedule A of Connors Investor Services Inc as Vice President
Form ADVobserved 7 days ago
Occurred
Mar 30, 2012
Adviser first adv filing
Connors Investor Services Inc first filed Form ADV in the extract (IA)
Form ADVobserved 7 days ago
Occurred
Mar 1, 2012
Person joined
Michael J Noon joined Schedule A of Connors Investor Services Inc as Vice President
Form ADVobserved 7 days ago

Show 8 bookkeeping events

Occurred
Mar 28, 2019
Fund 805-1416138269 no longer reported on Form ADV by Connors Investor Services Inc
Occurred
Mar 25, 2017
CIS Balanced Investment Partners II first reported on Form ADV by Connors Investor Services Inc (Private Equity Fund), GAV $2,068,532
Occurred
Mar 30, 2012
CIS Microcap Growth Partners first reported on Form ADV by Connors Investor Services Inc (Hedge Fund), GAV $5,077,882
Occurred
Mar 30, 2012
CIS Income & Growth Partners first reported on Form ADV by Connors Investor Services Inc (Private Equity Fund), GAV $4,921,667
Occurred
Mar 30, 2012
CIS Index Overwrite Partners first reported on Form ADV by Connors Investor Services Inc (Hedge Fund), GAV $2,507,315
Occurred
Mar 30, 2012
CIS Alternative Investment Partners first reported on Form ADV by Connors Investor Services Inc (Hedge Fund), GAV $1,266,519
Occurred
Mar 30, 2012
CIS Balanced Investment Partners first reported on Form ADV by Connors Investor Services Inc (Private Equity Fund), GAV $19,789,885
Occurred
Mar 30, 2012
CIS Hedged Growth Partners first reported on Form ADV by Connors Investor Services Inc (Hedge Fund), GAV $13,427,673

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 1 work email (firm website) · as of 2026-09-17

Peter James Connors
President, Director, Treasurer, Trustee · Revealable: 1 professional profile (firm website)
Mike Noon
Vice President · Revealable: 1 professional profile (firm website)
Thomas Raymond Platt
Vice President · Revealable: 2 professional profiles (firm website)
Robert John Cagliola
Vice President · Revealable: 1 professional profile (firm website)
Robert W Hahn
Vice President · Revealable: 1 professional profile (firm website)
Brian Gary Mccoy
Vice President · Revealable: 1 professional profile (firm website)
Lidia Hladun Zidik
Vice President · Revealable: 1 professional profile (firm website)
Debora M Covell
Vice President/Chief Compliance Officer · Revealable: 2 professional profiles (firm website)

Also named here, with no published line of their own (reach them through the firm): Russell J. Fuller, CFA, Ph.D. (President and CIO, Fuller & Thaler Asset Management, Inc., San Mateo, CA), Jennifer Spinka (Operations & Client Services), Kevin Francis Crawford (Director), Connie Boyer (Operations & Client Services), Trudy Zerbe (Operations & Client Services), Sue Perfetto (Operations & Client Services), Brendan McElroy (Operations & Client Services), Kate Moyer (Operations & Client Services), Paul G Oxholm (Director), Marlin Miller (Director), Ronald Harry Seher (Shareholder), Robert Charles Leayman (Shareholder).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:9831a905-5bb9-48fb-9ab8-3085a001257e
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Connors Investor Services Inc

Private Equity

Wyomissing, PA

Connors Home - Investment Portfolios and Solutions. The Smart Option Since 1969

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:9831a905-5bb9-48fb-9ab8-3085a001257e

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 8:29 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

CIS Balanced Investment Partners II

2017

Mature

Other Private Fund

n/a

$9.0M

CIS Microcap Growth Partners

n/a

Harvest

Hedge Fund

n/a

$8.1M

CIS Income & Growth Partners

n/a

Unknown

Other Private Fund

n/a

$22.7M

CIS Balanced Investment Partners

n/a

Mature

Other Private Fund

n/a

$24.8M

CIS Index Overwrite Partners

n/a

Harvest

Other Private Fund

n/a

$10.8M

CIS Hedged Growth Partners

n/a

Mature

Other Private Fund

n/a

$26.1M

CIS Alternative Investment Partners

n/a

Wound down

Other Private Fund

n/a

$1.6M