Passage Global Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$53,345,047
Clients
64
Advisors
3
of 4 employees
About
Passage Global Capital Management is a fee-only registered investment adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm provides portfolio management through a suite of diversified model portfolios called Passage Alpha Portfolios, single‑strategy solutions (including high‑income, cryptocurrency, and equity strategies), pension consulting, and sub‑advisory services for model marketplace sponsors.
The firm develops client Investment Policy Statements and places clients into one or more model or single‑strategy solutions, managing accounts on both discretionary and non‑discretionary bases and providing ongoing oversight and quarterly performance reporting. Its investment process draws on quantitative models built from historical data (including machine‑learning techniques), fundamental and technical analysis, and a proprietary market‑sentiment system grounded in behavioral‑finance principles.
What is distinctive about Passage relative to many peers is that it publicly advertises both actual performance results and hypothetical performance for its strategies, a practice that is relatively uncommon among supported firms. Passage also emphasizes distribution via sub‑advisory arrangements on third‑party model marketplaces and offers an explicit cryptocurrency single‑strategy solution alongside quantitatively driven models and a market‑sentiment framework.
Client services
Expertise
Fee options
$0 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.20% $10,000,001+: 0.10%
Typical hourly fee is $400 per hour; fees are negotiable
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 for Pension Solutions and Pension Consulting services Fee-only: Fee-only registered investment adviser; fees are asset-based and hourly consulting fees offered
Main office
2550 Middle Road, Suite 306
Bettendorf IA 52722
Advisors at this office
3
Most active in
Florida · Illinois · Iowa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Evin E
Series 65
Bettendorf, IA
Passage Global Capital Management, LLC
Evin Ersan is a financial advisor at Passage Global Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has been with Passage Global since 2018, including prior full-time education experience. Outside of his advisory role, he manages Evin Ersan Merchandise LLC, a business that donates a portion of its proceeds to suicide prevention. Passage Global Capital Management is a fee-only registered investment adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, corporations, and other advisers. The firm offers diversified model portfolios, single-strategy solutions including cryptocurrency, pension consulting, and sub-advisory services, employing quantitative models and behavioral finance in their investment process.
Oguz E
CFA®
Bettendorf, IA
Passage Global Capital Management, LLC
Oguz Ersan is a CFA® charterholder with 18 years of industry experience. He is currently with Passage Global Capital Management, LLC, where he has worked since 2006. Passage Global Capital Management serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary quantitative models, including machine learning and behavioral finance techniques, to manage private investment portfolios and provide pension consulting and sub-advisory services.
Christopher F
CFA®, Series 65
Bettendorf, IA
Passage Global Capital Management, LLC
Christopher Funaro is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He has been with Passage Global Capital Management, LLC since 2016 and has prior experience in education at the University of Iowa. Passage Global Capital Management serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm employs proprietary quantitative models combined with fundamental and technical analysis to manage private investment portfolios and offers pension consulting and sub-advisory services.
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