Passive Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$19,388,968
Clients
109
Advisors
2
of 2 employees
About
Passive Management LLC is a state-registered investment adviser that serves individual clients (including high-net-worth individuals), small businesses, trusts, estates, and pension or profit-sharing plans. The firm offers discretionary portfolio management and retirement plan consulting and manages roughly $22.3 million for about 109 clients with two advisors.
PM’s investment process combines quantitative, fundamental, technical, cyclical, and economic analysis to shape model-driven recommendations and ongoing portfolio reviews, employing both long- and short-term strategies and strategic asset allocation. The firm places trades on a discretionary basis and evaluates client suitability before implementing specialized techniques; when a client requests and qualifies, PM may use options, other derivatives, and margin in separately managed accounts.
Distinctive aspects of the firm include its explicit use of leverage and derivatives in client accounts when appropriate—a practice the brochure notes is uncommon among peers—and its readiness to allocate to nonstandard exposures such as crypto ETFs. PM also provides retirement plan consulting in addition to individual portfolio management, does not accept commissions, and does not act as custodian of client assets.
Client services
Expertise
Fee options
2% annually for portfolio management services
Main office
14 Wall Street, 20th Floor
New York NY 10005
Advisors at this office
2
Most active in
New York · Ohio
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.
Advisors at this firm
Arber J
Series 65
New York, NY
Passive Management LLC
Arber Jashari is a financial advisor at Passive Management LLC in New York, NY, holding a Series 65 credential and five years of industry experience. His work history includes roles at Passive Management LLC, Advisory Management, and TD Bank. Prior to his financial industry career, he worked nearly a decade at Angelina's Ristorante. Passive Management LLC serves individual clients, small businesses, trusts, estates, and retirement plans, managing approximately $22.3 million across about 109 clients. The firm employs a model-driven investment approach combining quantitative, fundamental, and technical analysis, with discretionary portfolio management that may include the use of leverage, derivatives, and alternative exposures such as crypto ETFs.
Darnel B
Series 65
New York, NY
Passive Management LLC
Darnel Bain is a financial advisor at Passive Management LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Passive Management, Bain worked at Prospective Professional Services, Samsung/Mosaic, and Sprint. Passive Management LLC is a state-registered investment adviser serving individual clients, small businesses, trusts, estates, and pension or profit-sharing plans. The firm employs a model-driven investment approach that incorporates quantitative, fundamental, technical, cyclical, and economic analysis, and uses leverage, derivatives, and strategic asset allocation within discretionary portfolio management.
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