9AT: PASSIVE MANAGEMENT LLC

PASSIVE MANAGEMENT LLC

PASSIVE MANAGEMENT LLC

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Adviser Profile

As of Date	09/18/2026
Registration	New York, Approved, 09/02/2026
Other registrations (20)	Ohio, Approved, 06/09/2026 California, Terminated, 05/30/2024 North Carolina, Terminated, 05/10/2024 Pennsylvania, Terminated, 05/06/2024 California, Termination Requested, 04/30/2024 New York, Termination Requested, 04/30/2024 North Carolina, Termination Requested, 04/30/2024 Ohio, Terminated, 04/30/2024 Pennsylvania, Termination Requested, 04/30/2024 Texas, Termination Requested, 04/30/2024 New York, Terminated, 04/30/2024 Texas, Terminated, 04/30/2024 SEC, Approved, 04/18/2024 Montana, Terminated, 12/14/2023 Ohio, Approved, 07/10/2023 Pennsylvania, Approved, 05/20/2022 North Carolina, Approved, 02/23/2022 California, Approved, 01/07/2022 Texas, Conditional Restricted, 12/06/2021 New York, Approved, 06/05/2021
Former registrations	PASSIVE MANAGEMENT LLC
ADV Location	NEW YORK, NY, United States
Contact Info	212 xxxxxxx
Websites

AUM^*	22,348,854 -13%
of that, discretionary	22,348,854 -13%
Number of Employees	2
of those in investment advisory functions	2 100%
Private Fund GAV^*	0
Avg Account Size	192,663 0%
% High Net Worth	3.45% -96%
SMA’s	No
Private Funds	0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

31M 27M 22M 18M 13M 9M 4M

2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

A. Firm Description Passive Management, LLC (“PM” or the “Firm”) is an SEC registered investment adviser based in New York. PM was approved as a registered investment adviser in June 2021. The Principal Owner and Chief Compliance Officer of PM is Arber Jashari. Mr. Jashari also serves as an investment adviser representative of PM. B. Types of Advisory Services The Firm offers portfolio management for individuals and small businesses. The Firm offers these services to clients or potential clients (“clients”). Investment Advisory Services PM specializes in quantitative, fundamental, technical, and economic analysis to determine what investments are in favor of PM’s investment models. PM assesses client’s current holdings and ensures alignment with both short-term and long-term goals. The Firm performs ongoing reviews of investment performance and portfolio exposure to market conditions. Accordingly, the Firm is authorized to perform various functions without further approval from the client, such as the determination of securities to be purchased or sold without prior permission from the client for each transaction. Any and all trades are made in the best interest of the client as part of PM’s fiduciary duty. However, risk is inherent to any investing strategy and model. Therefore, PM does not guarantee any results or returns. Prior to engaging PM to provide any investment advisory services, PM requires a written financial service agreement (“FSA”) signed by the client prior to the

engagement of any services. The FSA will outline services to which the client is entitled and fees the client will incur. PM is an asset-based fee investment management firm. The firm does not receive commissions for purchasing or selling stocks, bonds, mutual funds, real estate investment trusts, or other commissioned products for clients. The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. PM does not act as a custodian of client assets. The client always maintains asset control. PM places trades for clients under a limited power of attorney through qualified custodian/broker. C. Services Tailored to Clients’ Needs Services are provided based on a client’s specific needs within the scope of the services provided as discussed above. A review of the information provided by the client regarding the client’s current financial situation, goals, and risk tolerances will be performed and advice will be provided that is in line with available information. Clients should receive a copy of the brochure documents at least 48 hours before signing an agreement with PM. If a client has not received a copy of the Brochure Documents prior to signing an agreement, the client has five business days in which to cancel the agreement, without penalty. D. Wrap Fee Program versus Portfolio Management Program PM does not offer a Wrap Fee Program. E. Assets Under Management As of 02/12/2024, PM has $25,689,937under management for clients. All assets are managed on a discretionary basis.