Asset manager · Newark, NJ
Passaic Partners LLC
SEC-registered investment adviser · CRD 313290 · SEC 801-120980
At a glance
Passaic Partners LLC is an SEC-registered investment adviser based in Newark, New Jersey, with $2.2 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 1,002nd of 3,218 asset managers and 3,402nd of 17,210 SEC-registered advisers by assets.
Main office 201-603-7200passaicpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.2B
- Rank among asset managers
- #1,002 of 3,218
- Rank among all SEC RIAs
- #3,402 of 17,210
- Rank in New Jersey
- #67 of 392
- Clients
- 15
- Accounts
- 18
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Laurel T MasonChief Compliance Officer, General Counsel
- Carl J. SilvaMember; Chief Investment Officer
- Erik J. BenderMember
- James R. TuftsMember; Chief Operations Officer; Chief Financial Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 10 | $1.0B | 45% |
| Corporations or other businesses | – | $794M | 35% |
| Pooled investment vehicles | 5 | $429M | 19% |
Private funds
Passaic Partners LLC reports 2 private funds with $66M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Passaic Partners LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗passaicpartners.com ↗
AtlasMembers
The full record on Passaic Partners LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 898 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Passaic Partners LLC manage?
Passaic Partners LLC reports $2.2 billion in regulatory assets under management across 18 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Passaic Partners LLC?
Passaic Partners LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Passaic Partners LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($1.0 billion, 10 clients); corporations or other businesses ($794 million); pooled investment vehicles ($429 million, 5 clients).
Does Passaic Partners LLC manage private funds?
Yes. It reports 2 private funds with $66 million in gross assets, including hedge funds.
Does Passaic Partners LLC have any disciplinary history?
Passaic Partners LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Passaic Partners LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →