# Passage Global Capital Management, LLC

> Passage Global Capital Management, LLC is a state-registered investment advisory firm in Bettendorf, IA, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 145367
- Filed as: PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bettendorf, IA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145367
- AdvisorCensus page: https://advisorcensus.com/firm/passage-global-capital-management-llc-bettendorf-ia-145367

## Quick answers

**How is Passage Global Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Passage Global Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Passage Global Capital Management, LLC located?**
Passage Global Capital Management, LLC's principal office is in Bettendorf, IA, according to its Form ADV.

**Is Passage Global Capital Management, LLC registered with the SEC or a state?**
Passage Global Capital Management, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 145367.

**How much does Passage Global Capital Management, LLC manage?**
Passage Global Capital Management, LLC reports $60,398,927 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (98% discretionary).

**What types of clients does Passage Global Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (24); corporations or other businesses not listed above (7).

**Does Passage Global Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/145367

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $60,398,927
- Discretionary: $59,235,409
- Non-discretionary: $1,163,518

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $11,633,638 |
| High net worth individuals | 24 | $41,711,409 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $437,760 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $6,616,120 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 2007 (18 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- g.page/passageglobalcapitalmanagement
- passageglobalcapital.com
- Facebook @PASSAGEGLOBAL
- Instagram @passageglobalcapitalmanagement
- LinkedIn @16153605
- TikTok @passageglobalcapital
- X @PassageGlobal
- YouTube @UC_ZJ6j2N-QfmylgnmSb6-ug

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Passage Global Capital Management, LLC (CRD 145367): Form ADV filing data as of October 2026.