CRD: 145367
Passage Global Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha north
- Established Date
- 11-01-2006
- Office Locations
- 2
Office Locations
About Passage Global Capital Management, LLC
Passage Global Capital Management runs quant-driven, risk-managed strategies spanning digital assets and U.S. equities, including a long-biased crypto opportunities approach with human oversight, a tactical long/short equity-index program, and systematic large-cap momentum and dividend growth portfolios. Serves retail and institutional clients; custodies with Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
OGUZ S ERSAN
Analyst, Chief Executive Officer, Chief Investment Officer
- CRD
- #2011779
- Ownership
- 50% but less than 75%
KRISTEL G ERSAN
Director, Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Evin Salim Ersan
Investment Advisor
- CRD
- #7985061
CHRISTOPHER JOHN FUNARO
Client Advisor
- CRD
- #6905702
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,235,409 | -- |
| Non-Discretionary | $1,163,518 | -- |
| Total | $60,398,927 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,398,927
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,481,434,265 | 36.6% |
| Equity - Exchange | $2,522,113,516 | 37.2% |
| Cash | $1,776,327,261 | 26.2% |
| Total | $6,779,875,042 | 100.0% |