Passage Global Capital Management, LLC logo

Passage Global Capital Management, LLC

Updated today

Client assets under management

$53,345,047

Clients

64

38% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

21

Low

Average account size

$833,516

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

Financial planning Portfolio management Pension consulting
Consulting; third-party investment management services

Expertise

Private / alternative investments Options & derivatives strategies

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Fee options

Percentage

$0 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.20% $10,000,001+: 0.10%

Project-based

Typical hourly fee is $400 per hour; fees are negotiable

Other

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 location

Passage Global Capital Management, LLC

2550 Middle Road, Suite 306

Bettendorf IA 52722, United States

Number of offices

2

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

Advisors at this firm

user avatar

Evin E

Series 65

Bettendorf, IA

Passage Global Capital Management, LLC

Evin Ersan is a financial advisor at Passage Global Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously spent ten years in full-time education before joining Passage Global Capital Management. Outside of his advisory role, Ersan manages Evin Ersan Merchandise LLC, a business that donates a portion of its proceeds to suicide prevention. Passage Global Capital Management serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm uses proprietary quantitative models, including machine learning and behavioral finance techniques, to manage private investment portfolios and provides pension consulting and sub-advisory services.

Private / alternative investments Options & derivatives strategies
user avatar

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.

Private / alternative investments Options & derivatives strategies
user avatar

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.

Private / alternative investments Options & derivatives strategies
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