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Passive Capital Management LLC
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CRD # | 142870 |
SEC # | 801-68774 |
CIK # | 0001958250 |
AUM | $863.7 MM (2024-02-22) |
Employees | 6 (100% Investors, 0% Brokers) |
Phone | 315-478-3130 |
Address | Salina Place, 205 S Salina Street Syracuse, NY 13202 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NOW | 94,905.7 | 1.4 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001958250] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Hunter Michael Investment Advisors Inc
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|
VA | 0.9 |
Cutter and Company Brokerage Inc
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|
MO | 0.9 |
Bruni J V & Co
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|
CO | 0.9 |
AA Financial Advisors LLC
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|
OH | 0.9 |
Estabrook Capital Management LLC
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|
NY | 0.9 |
JMAC Enterprises LLC
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|
PA | 0.9 |
Associated Investment Services Inc
✚
|
WI | 0.9 |
Jackson Hole Capital Partners LLC
✚
|
OK | 0.9 |
Whittier Advisors LLC
✚
|
CA | 0.9 |
Park Piedmont Advisors LLC
✚
|
IL | 0.9 |