A complete list of active advisors currently associated with Passage Global Capital Management, LLC

Warmer can help you find a great advisor at Passage Global Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Passage Global Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.