Advisor at Passage Global Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Passage Global Capital Management, LLC
Location
Bettendorf, IA 52722
Credentials
CFA®
Industry experience
18 years
Oguz Ersan is a CFA® charterholder with 18 years of industry experience. He is currently with Passage Global Capital Management, LLC, where he has worked since 2006. 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, including machine learning and behavioral finance techniques, to manage private investment portfolios and provide 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
2022 - Present (4 years)
Passage Global Capital Management, LLC
2006 - 2022 (16 years)
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Other specialized services
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