Passive Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $23M in regulatory assets under management, 2 employees, and 361 accounts.
Assets Under Management
$23M
Employees
2
Offices
--
Total Clients
171
Primary office
NEW YORK, NY
14 WALL STREET, 20TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.5% of total clients.
Top client categories% of clientsClients
1
Individuals
89.5%
153
2
HNWI
7.6%
13
3
Corporations
2.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$23Mas of March 31, 2026
Discretionary100.0%
$23M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$23M
Total Accounts361
10Y AUM Change$-3M (-12.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee86:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.