Passport Research, Ltd. is a large advisory firm based in St. Louis. It manages $29.15 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Missouri, and Pennsylvania.
Passport Research provides portfolio management for investment companies and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Passport Research, Ltd. is $29.15 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 159% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Passport Research, Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of John Christopher Donahue is investment companies with 1 clients and $29.15 billion of assets under management. Among the 8 most similar advisory firms, Passport Research has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $29.15 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Passport Research doesn't advise any private funds.
The company employs 101 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 63 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Christopher Donahue has been acting as President since 1 Feb 2002. Edward Jones joined the executive team most recently as the Limited Partner.
The principal office where Passport Research, Ltd. performs its advisory services is located at 12555 Manchester Road, St. Louis, MO 63131, which is also the mailing address of the firm. An additional office of the firm is in Tempe, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (314) 515-2000 or by fax (314) 515-9700. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at federatedinvestors.com.