Passage Global Capital Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 145367
· Bettendorf, IA
· www.youtube.com
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ADV data as of Mar 16, 2026
- Regulatory AUM
- $60.4M
- Discretionary
- $59.2M
- Clients
- 71
- Avg AUM / client
- $851K
- Accounts
- 156
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $11.6M | 19.3% |
| High net worth individuals | 24 | $41.7M | 69.1% |
| Charitable organizations | Fewer than 5 clients | $438K | 0.72% |
| Corporations and other businesses | 7 | $6.6M | 11.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Oguz S Ersan | Registered representative | CFA | Dec 2007 (19y) | |
| Christopher John Funaro | Registered representative | CFA | Apr 2018 (8y) | |
| Evin Salim Ersan | Registered representative | Sep 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • FEES FOR INVESTMENT MODELS AND STRATEGIES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $60.4M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗