Passive Management LLC

Overview

Passive Management LLC is an independent, LLC-structured registered investment adviser that came onto the SEC register in 2024. The firm is owned by an individual and charges clients on a percentage-of-AUM basis. Its stated advisory activities focus on portfolio management for individuals and small businesses and providing pension consulting services. The firm’s client mix includes both individual and family clients as well as institutional relationships. Passive Management LLC does not identify as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives