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Passive Management LLC CRD 314627
$22.6M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14 Wall Street 20Th Floor, New York, NY 10005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-22 |
| FL | RA | APPROVED | 2026-07-07 |
| OH | RA | APPROVED | 2026-06-09 |
| IL | RA | APPROVED | 2026-06-08 |
| TX | RA | APPROVED | 2026-06-08 |
| NY | RA | APPROVED | 2025-01-08 |
Branch Locations
14 Wall Street 20Th Floor, New York, NY 10005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sprint | Brooklyn | NY | 11/2014 | 07/2018 |
| Samsung/Mosaic | New York | NY | 09/2018 | 03/2024 |
| Prospective Professional Services | New York | NY | 05/2024 | 12/2024 |
| Passive Management Llc | New York | NY | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-13 |
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