P
CRD: 314627
Passive Management LLC
NEW York, NY, 10005
2126181416
$22.6M Total AUM
$22.6M Disc. AUM
-- 3Y CAGR
2 Employees
171 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2021
- Office Locations
- 1
Office Locations
14 Wall ST #2063 NEW York NY
About Passive Management LLC
Passive Management LLC is a NEW York-based RIA. The firm has been operating for 5 years. Managing $22.6M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers and Trade-PMR. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$11.3M AVG AUM / ADVISOR
$132.0K AVG AUM / CLIENT
3.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Crest Vector unison Fusion catalyst Oak legacy Matrix
Investment Themes
Vertex oak Peak element
Investment Vehicles
Crest Frontier catalyst
Services
Capital
Owner & Executives
Arber Jashari
Chief Compliance Officer, Owner, PRINCIPAL
- CRD
- #7369122
- Ownership
- 75% or more
(335) 633-8806
north.capital@radialcapital.com
in linkedin.com/in/legacy-timber
C
Catherine Calascione
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
(939) 307-1622
delta.signal@zenithcapital.com
in linkedin.com/in/meridian-legacy
Showing 2 of 2 owners & executives
Unlock allContacts
D
Darnel Bain
--
- CRD
- #8013909
(294) 245-9719
alpha.harbor@foundationcapital.com
in linkedin.com/in/focus-oak
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,565,992 | $62,510 |
| Non-Discretionary | $0 | -- |
| Total | $22,565,992 | $62,510 |
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Separately Managed Accounts
Total SMA Asset: $22,565,992
Equity - Exchange:
18.6% Derivatives:
36.1% Cash:
45.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,315,197,017 | 18.6% |
| Derivatives | $2,552,613,565 | 36.1% |
| Cash | $3,203,141,122 | 45.3% |
| Total | $7,070,951,704 | 100.0% |