Passive Management LLC

RIASEC & State Registered
Total AUM
$22.3M
Discretionary
$22.3M
100% of AUM
Avg account
$193K
Accounts
116
Employees
2
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
314627
Registered since
April 18, 2024
Custodians
TRADEPMR BY ROBINHOOD, ALERUS SECURITIES CORPORATION
Fee structure
Percentage of AUM
Client types
  • Individuals57.24%
  • HNWI29.52%
  • Corporations / Businesses6.65%
  • Pension & Profit Sharing Plans6.59%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Passive Management LLC is a privately held limited liability company operating as an independent registered investment adviser. The firm is SEC registered, filing in 2024. Ownership is listed as an individual, and the advisory business is built around fee-based portfolio management; fees are charged as a percentage of assets under management. Client relationships include both individual and family households as well as institutional accounts. Stated advisory activities focus on portfolio management for individuals and small businesses and include pension consulting services. The firm does not position itself as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 11%, Private Funds 10%, Derivatives 4%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents11%
  • Private Funds10%
  • Derivatives4%

Contacts

3 of 3
  • Arber Jashari

    Arber Jashari

    OwnerCRD 7369122

  • Catherine Calascione

    OwnerCRD 7718466

  • Darnel Bain

    Darnel Bain

    AdvisorCRD 8013909

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
14 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth