Passive Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,565,992
Total clients
166
8% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
83
Average account size
$135,940
About
Passive Management, LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, corporations and small businesses under a written financial services agreement. The firm implements and monitors client portfolios and places trades through qualified custodians rather than acting as custodian itself.
The firm’s investment process combines quantitative, fundamental, technical, cyclical and economic analysis to drive model-based decisions and to implement long- and short-term strategies and strategic asset allocation. Passive Management discloses that it may, at a client’s request, use derivatives and options and engage in margin borrowing in client accounts to hedge exposures or obtain leverage, with ongoing portfolio reviews to monitor performance and risk.
Compared with many supported peers, Passive Management explicitly documents the use of margin and derivative instruments in client portfolios — practices that relatively few similarly sized firms disclose. The brochure also notes use of alternative products such as Crypto ETFs and structured instruments, while the firm reports approximately $22,365,992 in assets under management as of 12/31/2025 and operates on a discretionary basis.
Client services
Expertise
Fee options
2% annually
Main office location
Passive Management LLC
14 Wall Street, 20 Th Floor
New York NY 10005, United States
Number of offices
1
Most active in
California · Connecticut · Florida · Illinois · Minnesota · New York · Ohio · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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