Passive Management LLC

RIASEC RegisteredEst. 2024
Total AUM
$22.6M
Discretionary
$22.6M
100% of AUM
Avg account
$62.5K
Accounts
361
Employees
2
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
314627
Registered since
April 18, 2024
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

FINTRX

Overview

Passive Management LLC is an SEC-registered limited liability company that provides portfolio management to individuals, small businesses, and institutional clients. The firm lists an individual as its owner and charges clients a fee based on a percentage of assets under management. Its stated advisory focus is discretionary portfolio management rather than pension consulting or related-adviser activities. The firm does not identify as an active ESG investor and is not structured as a capital allocator.

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 68%, Derivatives 20%, Cash & Cash Equivalents 12%68%
  • Exchange Traded Equities68%
  • Derivatives20%
  • Cash & Cash Equivalents12%

Contacts

3 of 3
  • Darnel Bain

    Darnel Bain

    AdvisorCRD 8013909

  • Catherine Calascione

    OwnerCRD 7718466

  • Arber Jashari

    Arber Jashari

    OwnerCRD 7369122

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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