P

Passive Management LLC

Updated today

Client assets under management

$20,773,992

Clients

166

8% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

83

High

Average account size

$125,145

About

Passive Management, LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, corporations and small businesses under a written financial services agreement. The firm implements and monitors client portfolios and places trades through qualified custodians rather than acting as custodian itself.

The firm’s investment process combines quantitative, fundamental, technical, cyclical and economic analysis to drive model-based decisions and to implement long- and short-term strategies and strategic asset allocation. Passive Management discloses that it may, at a client’s request, use derivatives and options and engage in margin borrowing in client accounts to hedge exposures or obtain leverage, with ongoing portfolio reviews to monitor performance and risk.

Compared with many supported peers, Passive Management explicitly documents the use of margin and derivative instruments in client portfolios — practices that relatively few similarly sized firms disclose. The brochure also notes use of alternative products such as Crypto ETFs and structured instruments, while the firm reports approximately $22,365,992 in assets under management as of 12/31/2025 and operates on a discretionary basis.

Client services

Portfolio management

Expertise

Passive / index investing Active portfolio management Options & derivatives strategies Real estate investing

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Fee options

Percentage

2% annually

Main office location

Passive Management LLC

14 Wall Street, 20 Th Floor

New York NY 10005, United States

Number of offices

1

Most active in

California · Connecticut · Florida · Illinois · Minnesota · New York · Ohio · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Arber J

Series 65

New York, NY

Passive Management LLC

Arber Jashari is a financial advisor at Passive Management LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Advisory Management and TD Bank, as well as nearly a decade of work in the hospitality sector at Angelina's Ristorante. Passive Management LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, and small businesses. The firm employs a model-driven investment approach that incorporates quantitative, fundamental, technical, cyclical, and economic analysis, and it utilizes strategies including options and margin borrowing at clients’ direction.

Passive / index investing Active portfolio management Options & derivatives strategies Real estate investing
user avatar

Darnel B

Series 65

New York, NY

Passive Management LLC

Darnel Bain is a financial advisor at Passive Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Passive Management, he worked at Prospective Professional Services and held roles at Samsung/Mosaic and Sprint. Passive Management LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, and small businesses, serving both high-net-worth and non-HNW clients. The firm utilizes a model-based investment process that incorporates multiple analytical approaches and may employ derivatives and margin borrowing under client direction.

Passive / index investing Active portfolio management Options & derivatives strategies Real estate investing
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