PASSIVE MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 314627
- Registered since
- April 18, 2024
- Website
- passivemanagementllc.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals46.77%
- HNWI45.29%
- Corporations / Businesses7.94%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Passive Management LLC is a privately held limited liability company that registered with the SEC in 2024 and is owned by an individual. The firm provides fee-based portfolio management primarily for individuals, small businesses, and some institutional clients, charging a percentage of assets under management. It is not positioned as a capital allocator or pension consultant, does not market itself as an active ESG investor, and is not identified as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Derivatives20%
- Cash & Cash Equivalents12%
Contacts
3 of 3Darnel Bain
AdvisorCRD 8013909
Catherine Calascione
OwnerCRD 7718466
Arber Jashari
OwnerCRD 7369122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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