PASSIVE CAPITAL MANAGEMENT, LLC
CRD #142870 SEC #801-68774 SYRACUSE, NY 315-478-3130
SEC Registered
Total AUM
$941.5M
Discretionary
$933.5M
Employees
8
Clients
26
Accounts
398
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $941.5M | $933.5M | $8M | 8 | 12 |
| Mar 2025 | $941.5M | $933.5M | $8M | 8 | 12 |
| Feb 2024 | $863.7M | $856.5M | $7.2M | 6 | 367 |
| Feb 2024 | $863.7M | $856.5M | $7.2M | 6 | 367 |
| Mar 2023 | $794.7M | $785.4M | $9.3M | 6 | 370 |
| Apr 2022 | $827.6M | $810.9M | $16.8M | 7 | 0 |
| Mar 2022 | $827.6M | $810.9M | $16.8M | 7 | 0 |
| Feb 2021 | $687.3M | $671.9M | $15.4M | 5 | 0 |
| May 2020 | $622.2M | $611.8M | $10.4M | 7 | 0 |
| Feb 2020 | $622.2M | $611.8M | $10.4M | 7 | 0 |
| Feb 2020 | $622.2M | $611.8M | $10.4M | 7 | 0 |
| Feb 2019 | $530M | $520M | $10M | 7 | 0 |
| Feb 2018 | $553M | $538M | $15M | 5 | 0 |
| Apr 2017 | $490M | $482M | $8M | 4 | 200 |
| Jan 2017 | $490M | $482M | $8M | 4 | 200 |
| Jan 2016 | $408M | $398M | $10M | 4 | 200 |
| Jan 2015 | $381M | $372M | $9M | 3 | 200 |
| Jan 2014 | $318M | $318M | $0 | 3 | 200 |
| Jan 2013 | $224M | $224M | $0 | 3 | 175 |
| Jan 2013 | $224M | $224M | $0 | 3 | 175 |
| May 2012 | $172M | $172M | $0 | 1 | 200 |
| Jan 2012 | $172M | $172M | $0 | 1 | 200 |
| Aug 2011 | $175M | $175M | $0 | 5 | -- |
| Jul 2011 | $175M | $175M | $0 | 5 | -- |
| Jan 2011 | $143M | $143M | $0 | 5 | -- |
| Jan 2008 | $43M | $43M | $0 | 5 | -- |
DateApr 2025
Total AUM$941.5M
Discretionary$933.5M
Non-Disc.$8M
Employees8
Clients12
DateMar 2025
Total AUM$941.5M
Discretionary$933.5M
Non-Disc.$8M
Employees8
Clients12
DateFeb 2024
Total AUM$863.7M
Discretionary$856.5M
Non-Disc.$7.2M
Employees6
Clients367
DateFeb 2024
Total AUM$863.7M
Discretionary$856.5M
Non-Disc.$7.2M
Employees6
Clients367
DateMar 2023
Total AUM$794.7M
Discretionary$785.4M
Non-Disc.$9.3M
Employees6
Clients370
DateApr 2022
Total AUM$827.6M
Discretionary$810.9M
Non-Disc.$16.8M
Employees7
Clients0
DateMar 2022
Total AUM$827.6M
Discretionary$810.9M
Non-Disc.$16.8M
Employees7
Clients0
DateFeb 2021
Total AUM$687.3M
Discretionary$671.9M
Non-Disc.$15.4M
Employees5
Clients0
DateMay 2020
Total AUM$622.2M
Discretionary$611.8M
Non-Disc.$10.4M
Employees7
Clients0
DateFeb 2020
Total AUM$622.2M
Discretionary$611.8M
Non-Disc.$10.4M
Employees7
Clients0
DateFeb 2020
Total AUM$622.2M
Discretionary$611.8M
Non-Disc.$10.4M
Employees7
Clients0
DateFeb 2019
Total AUM$530M
Discretionary$520M
Non-Disc.$10M
Employees7
Clients0
DateFeb 2018
Total AUM$553M
Discretionary$538M
Non-Disc.$15M
Employees5
Clients0
DateApr 2017
Total AUM$490M
Discretionary$482M
Non-Disc.$8M
Employees4
Clients200
DateJan 2017
Total AUM$490M
Discretionary$482M
Non-Disc.$8M
Employees4
Clients200
DateJan 2016
Total AUM$408M
Discretionary$398M
Non-Disc.$10M
Employees4
Clients200
DateJan 2015
Total AUM$381M
Discretionary$372M
Non-Disc.$9M
Employees3
Clients200
DateJan 2014
Total AUM$318M
Discretionary$318M
Non-Disc.$0
Employees3
Clients200
DateJan 2013
Total AUM$224M
Discretionary$224M
Non-Disc.$0
Employees3
Clients175
DateJan 2013
Total AUM$224M
Discretionary$224M
Non-Disc.$0
Employees3
Clients175
DateMay 2012
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees1
Clients200
DateAug 2011
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees5
Clients--