Passive Management LLC

Overview

Passive Management LLC is a privately held limited liability company operating as an independent registered investment adviser. The firm is SEC registered, filing in 2024. Ownership is listed as an individual, and the advisory business is built around fee-based portfolio management; fees are charged as a percentage of assets under management. Client relationships include both individual and family households as well as institutional accounts. Stated advisory activities focus on portfolio management for individuals and small businesses and include pension consulting services. The firm does not position itself as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices