RIA Intel›Advisers›New York›PASSIVE CAPITAL MANAGEMENT, LLC

PASSIVE CAPITAL MANAGEMENT, LLC

Advisory

N·SYRACUSE, NY

Data as of Jan 25, 2026 · Source: SEC Form ADV

Total AUM

$997M

1-Year AUM Growth

+8.7%

3-Year CAGR

+7.9%

Employees

8

Assets Under Management

Total AUM$997M

Discretionary AUM$987M

Non-Discretionary AUM$10M

Discretionary %99%

Total Clients426

Team

Total Employees8

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record29

First FilingJan 11, 2008

Latest FilingJan 25, 2026

🔒 Full AUM trend chart and 29 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PASSIVE CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.