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Passage Global Capital Management, LLC

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Total assets under management

$60,398,927

Total clients

64

38% high-net worth

Total advisors

3

of 4 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

21

Average account size

$943,733

About

Passage Global Capital Management is a fee-only registered investment adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm provides portfolio management through a suite of diversified model portfolios called Passage Alpha Portfolios, single‑strategy solutions (including high‑income, cryptocurrency, and equity strategies), pension consulting, and sub‑advisory services for model marketplace sponsors.

The firm develops client Investment Policy Statements and places clients into one or more model or single‑strategy solutions, managing accounts on both discretionary and non‑discretionary bases and providing ongoing oversight and quarterly performance reporting. Its investment process draws on quantitative models built from historical data (including machine‑learning techniques), fundamental and technical analysis, and a proprietary market‑sentiment system grounded in behavioral‑finance principles.

What is distinctive about Passage relative to many peers is that it publicly advertises both actual performance results and hypothetical performance for its strategies, a practice that is relatively uncommon among supported firms. Passage also emphasizes distribution via sub‑advisory arrangements on third‑party model marketplaces and offers an explicit cryptocurrency single‑strategy solution alongside quantitatively driven models and a market‑sentiment framework.

Client services

Financial planning Portfolio management Pension consulting
Consulting; third-party investment management services

Expertise

Private / alternative investments Options & derivatives strategies

Fee options

Percentage

$0 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.20% $10,000,001+: 0.10%

Project-based

Typical hourly fee is $400 per hour; fees are negotiable

Other

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

Main office location

Passage Global Capital Management, LLC

2550 Middle Road, Suite 306

Bettendorf IA 52722, United States

Number of offices

2

Most active in

Florida · Illinois · Iowa

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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