Advisor at Passage Global Capital Management, LLC
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Firm
Passage Global Capital Management, LLC
Location
Bettendorf, IA 52722
Credentials
CFA®, Series 65
Industry experience
7 years
Christopher Funaro is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He has been with Passage Global Capital Management, LLC since 2016 and has prior experience in education at the University of Iowa. Passage Global Capital Management serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary quantitative models combined with fundamental and technical analysis to manage private investment portfolios and offers pension consulting and sub-advisory services.
Based on Passage Global Capital Management, LLC
Based on Passage Global Capital Management, LLC
$0 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.20% $10,000,001+: 0.10%
Typical hourly fee is $400 per hour; fees are negotiable
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 for Pension Solutions and Pension Consulting services Fee-only: Fee-only registered investment adviser; fees are asset-based and hourly consulting fees offered
2550 Middle Road, Suite 306
Bettendorf, IA 52722
Florida · Illinois · Iowa
Passage Global Capital Management, LLC
2021 - Present (5 years)
Passage Global Capital Management, LLC
2017 - 2021 (4 years)
Passage Global Capital Management, LLC
2016 - 2017 (1 year)
UNIVERSITY OF IOWA
2013 - 2017 (4 years)
full-time Education
2007 - 2017 (10 years)
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