Connors Investor Services Inc
Private equity with venture activity, based in Wyomissing, Pennsylvania, reporting $30.5M of fund assets on its funds' Form ADV filings.
Composed from this organization's classification, location and filed figures.
15 additional team members, 10 events, 1 verified contact (1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 180 days.
People to know
View all people- DirectorWhy: Named with investment responsibilityNo route on file yet
- ShareholderWhy: Named with investment responsibilityNo route on file yet
- ShareholderWhy: Named with investment responsibilityNo route on file yet
Relationship network
19 connected entities
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Connors Investor Services Inc: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Connors Investor Services Inc
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
0 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.Stated thesis versus observed behaviour
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
Team
17 current, 4 departed
Decision makers
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Shareholder
- Shareholder
- Director
4 departed (kept with end dates)
- William Moran · Shareholder · Nov 1, 1969 to Mar 31, 2022 Inference
- James Milyard Connors · Chairman, Director · Nov 1, 1969 to Mar 31, 2020 Inference
- Lidia Hladun Zidik · Vice President, Secretary · Mar 1, 2014 to Mar 31, 2022 Inference
Contacts
1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
2 vehicles, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| CIS Venture Partners | Fund | 2024 adv first reported | Early deployment | $22.6M Sep 9, 2026 | 59 | unknown | unknown |
| CIS Venture Partners 2013 | Fund | 2013 name year | Harvest | $7.9M Sep 9, 2026 | 69 | unknown | unknown |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
0 co-investors · on 2 other DFX graphs
Co-investors
Across DFX and the capital chainon 2 other DFX graphs ShowHide
- The same institution is held on Private Equity, RIA and Wealth, matched by identifier. See which records
Connors Investor Services Inc is the same institution as 2 records in Private Equity and RIA and Wealth.
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Evidence and history
15 dated events, 74 observations from 4 sources
Timeline
- Sep 18, 2024CIS Venture Partners 2013 first reported on Form ADV by Connors Investor Services Inc (Venture Capital Fund), GAV $19,904,558
- Sep 18, 2024CIS Venture Partners first reported on Form ADV by Connors Investor Services Inc (Venture Capital Fund), GAV $5,633,780
- Mar 30, 2023Michael J Noon (Vice President) no longer on Schedule A of Connors Investor Services Inc
- Mar 31, 2022William Moran (Shareholder) no longer on Schedule A of Connors Investor Services Inc
- Mar 31, 2022Lidia Hladun Zidik (Vice President, Secretary) no longer on Schedule A of Connors Investor Services Inc
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Sep 9, 2026 · 9 private fundsShowHide
- Headquarters
- Wyomissing, PAadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- CONNORSINVESTOR.COM
- SEC adviser type
- Registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Sep 9, 2026
- Private funds reported
- 9 (2 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $147Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $1.3Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 10
- Owners on Schedule A
- Connors, Anna M. Revocable Trust (Shareholder Anna M. Connors Trustee To Anna M. Connors Revocable Trust), owns under 5%; Connors, James M. Irrevocable Trust (Shareholder Anna M. Connors Trustee To James M. Connors Irrevocable Trust), owns under 5%
Classification history
Classification history
Every classification this record has carried1 on recordShowHide
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 20% of 9 private funds
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC funds reported | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Sep 9, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Oct 22, 2024 | Fact | Form ADV |
| First Form ADV filing | 2012-03-30 | Sep 9, 2026 | Fact | Form ADV |
| First Form ADV filing | 2012-03-30 | Oct 22, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-09-09 | Sep 9, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-10-22 | Oct 22, 2024 | Fact | Form ADV |
| SEC status | Approved | Mar 31, 2026 | Fact | Form ADV |
| SEC status effective | 1969-12-25 | Mar 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Sep 9, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Oct 22, 2024 | Fact | Form ADV |
| Business phone | Mar 31, 2026 | Fact | Form ADV | |
| Business phone | Oct 22, 2024 | Fact | Form ADV | |
| Employees | 10 | Mar 31, 2026 | Fact | Form ADV |
| Employees | 9 | Oct 22, 2024 | Fact | Form ADV |
| Headquarters | Wyomissing, PA | Mar 31, 2026 | Fact | Form ADV |
| Headquarters | Wyomissing, PA | Oct 22, 2024 | Fact | Form ADV |
| Office address | Mar 31, 2026 | Fact | Form ADV | |
| Office address | Oct 22, 2024 | Fact | Form ADV | |
| Legal form | Corporation | Mar 31, 2026 | Fact | Form ADV |
| Other funds reported | 6 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 9 | Sep 9, 2026 | Fact | Form ADV |
| Private funds reported | 9 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 9 | Oct 22, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $147M | Sep 9, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $147M | Mar 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $137M | Oct 22, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $1.3B | Mar 31, 2026 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $1.1B | Oct 22, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Sep 9, 2026 | Fact | Form ADV |
| Venture funds reported | 2 | Sep 9, 2026 | Fact | Form ADV |
| Venture funds reported | 2 | Mar 31, 2026 | Fact | Form ADV |
| Venture funds reported | 2 | Oct 22, 2024 | Fact | Form ADV |
| Website | Oct 22, 2024 | Fact | Form ADV | |
| Website status | unreachable “home page did not answer with HTML” | Sep 16, 2026 | Fact | |
| Website status | unreachable “home page did not answer with HTML” | Sep 12, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersPrivate equity with venture activity, probableShowHide
Registered adviser; venture funds are 20% of 9 private funds
- importance
- gav: 0.15 · funds: 0.17 · people: 1 · investments: 0 · scale basis: Venture-typed funds only (Private equity with venture activity): 2 funds, $31M of $31M reported · co investors: 0
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
- emerging manager
- fund count: 2 · reported gav: $30.5M · first adv filing: 2012-03-30 · years since first filing: 14.5
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Not yet on record: new companies, 12 mo.