The PASSIVE CAPITAL MANAGEMENT, LLC is a privately held investment adviser that advises $996.94mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PASSIVE CAPITAL MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 45.05% over the last 5-years.
The Group has been registered with the SEC for 18.49 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at SALINA PLACE, 205 S. SALINA STREET SUITE 403, SYRACUSE, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 8 investment and 0 non-investment staff. The total number of Employees increased by 60% over the last 5-years.
Their $996.94mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 25 other accounts. Assets of High Net Worth Individuals clients own $747.67mn or 75% of Total Assets and Individuals own $82.87mn or 8.31% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
PASSIVE CAPITAL MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.