Passive Management LLC

Overview

Passive Management LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm is individually owned and charges clients on a percentage-of-AUM basis. Its client base spans individuals and families as well as institutional relationships; advisory services listed include portfolio management for individuals and small businesses and pension consulting services. The adviser is not identified as an active ESG investor and does not serve as a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices