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PASSAIC PARTNERS LLC
CRD 313290File 801-120980
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.24B
Top 25% of cohort (national)
Discretionary AUM
$2.24B
Clients
15
18 accounts
Employees
9
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 5, 2021
- Principal office
- 110 EDISON PLACE, SUITE 304, NEWARK, NJ, 07102
- Phone
- 201-603-7200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.24B
- Discretionary AUM
- $2.24B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 18
- Non-discretionary accounts
- 0
- Total accounts
- 18
- AUM per client
- $149.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $794.3M |
| Pooled investment vehicles | 5 | $429.1M |
| Pension and profit sharing plans | 10 | $1.01B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 14 | 15 | increased by1 |
| Apr 1, 2026 | AUM | $1,412,056,034 | $2,237,507,816 | increased by$825,451,782 |
| Apr 1, 2026 | Accounts | 16 | 18 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 9 | 14 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,080,529,869 | $1,412,056,034 | decreased by$668,473,835 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9 | 16 | increased by7 |
| Apr 1, 2022 | Employees | 0 | 8 | increased by8 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 0 | 9 | increased by9 |
| Apr 1, 2022 | AUM | $0 | $2,080,529,869 | increased by$2,080,529,869 |
| Apr 1, 2022 | Accounts | 0 | 9 | increased by9 |
| Jun 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PASSAIC PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PASSAIC PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.