PASSPORT CAPITAL, LLC

RIASEC RegisteredEst. 2006
Total AUM
$532M
Discretionary
$532M
100% of AUM
Avg account
$31.3M
Accounts
17
Employees
14
Advisory reps
2

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
134484
Registered since
January 23, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Passport Capital, LLC is an SEC-registered investment manager organized as a limited liability company and operating since 2006. The firm is structured around pooled investment vehicles and is principally positioned as a private equity fund manager that serves institutional clients. Passport Capital acts as sponsor, general partner and managing member for its funds and charges both a percentage-of-assets fee and performance-based fees for its advisory services. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JOHN BURBANK

    Founder, Managing Member and Chief Investment OfficerCRD 5022486

Contacts

1 of 1
  • JULIE KIM

    Partner, General CounselCRD 6457264

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth