PASSAIC PARTNERS LLC

RIASEC RegisteredEst. 2021

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$124M

Accounts

18

Employees

9

Advisory reps

4

Firm details

Headquarters: NEWARK, New Jersey
CRD number: 313290
Registered since: May 5, 2021
Custodians: THE BANK OF NEW YORK MELLON, MORGAN STANLEY & CO. LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans45.32%
Corporations / Businesses35.5%
Pooled Investment Vehicles19.18%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Passaic Partners LLC is an SEC-registered hedge fund adviser organized as an LLC and operating primarily for institutional clients. It serves as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. The firm charges fees as a percentage of assets under management and is also identified as a sponsor/GP and managing member of pooled investment vehicles. Passaic Partners is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities29%
US Government Bonds29%
Derivatives28%
Cash & Cash Equivalents14%

Owners & executives

2 of 2

JAMES TUFTS
Chief Operating Officer & PartnerCRD 1444943
CARL SILVA
Managing Partner and Chief Investment OfficerCRD 4878653

Contacts

2 of 2

LAUREL MASON
General Counsel & CCOCRD 5481876
ERIK BENDER
Partner, Head of Investor RelationsCRD 3188112

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 20

Active vs passive

$938M in ETFs

Passive

100%

$938M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$316M	486,098	33.70%

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Primary office

NEWARK, NJ

ESSEX

Location

NEWARK, NJ

Headquartered in NEWARK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: ESSEX
Address: 110 Edison Pl
Time zone: ET (UTC-5)
Office locations

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