RIA Intel›Advisers›Iowa›PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC

PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC

Advisory

BETTENDORF, IA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in IA
#139
of 154 advisers by AUM
Average account
$387K
across 156 accounts
AUM per adviser
$15M
4 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$60M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$60M
Discretionary AUM$59M
Non-Discretionary AUM$1M
Discretionary %98.1%
Total Clients71
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, IA, IL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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