Adviser Profile

As of Date 03/24/2024
Registration status Registration Changed to PASSIVE MANAGEMENT LLC
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 20,290,187
of that, discretionary 20,290,187
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 88,992
% High Net Worth 1.75%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees