Passive Capital Management LLC

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Assets, Funds, Holdings

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Passive Capital Management LLC
CRD #142870
SEC #801-68774
CIK #0001958250
AUM $863.7 MM (2024-02-22)
Employees 6 (100% Investors, 0% Brokers)
Phone315-478-3130
AddressSalina Place, 205 S Salina Street
Syracuse, NY 13202
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
90072054036018002006201220182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NOW 94,905.7 1.4
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
3002401801206002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 237 57.2
(b) Individuals (high net worth individuals) 109 634.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 10.7
(h) Charitable organizations 13 92.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 68.1
(n) Other 0 0.0
Total 368 863.7
By Discretionary
Discretionary 366 856.5
Non-Discretionary 2 7.2
Total 368 863.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 863.7
Total 368 863.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001958250]
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Associated Investment Services Inc
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Jackson Hole Capital Partners LLC
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Whittier Advisors LLC
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Park Piedmont Advisors LLC
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