SourcingSourcing

PASSPORT CAPITAL, LLC

C40
CRD 134484·SEC 801-65488·SAN FRANCISCO, CA
AUM
$532.4M
$500M-$1B
Est. Revenue
$5.3M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PASSPORT CAPITAL, LLC
CRD
134484
SEC file #
801-65488
EIN
000000000
DBA names
—

Economics

AUM
$532.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$283.4M → $532.4M▲ +88%
Client mix
Pooled Investment Vehicles17

Operations

Employees (total)
14
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
passportcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BURBANK, JOHN, HOWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BURBANK, JOHN, HOWARD
KIM, JULIE, SO WON
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PASSPORTCAPITAL.COM
Rdap Domain Creation Date
2000-03-14T19:05:21Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001267784
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2003-10-21
Edgar Last Filing Date
2017-12-08
Edgar Form D Count
10
Edgar Form D Offerings
2017-12-082017-12-08 · 0001267784-17-000001
2016-12-072016-12-07 · 0001267784-16-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
ONE MARKET ST.,STEUART TOWERSUITE 2200SAN FRANCISCO, CA 94105
Business
ONE MARKET ST., STEUART TOWERSUITE 2200SAN FRANCISCO, CA 94105
Edgar EIN
000000000
Edgar Recent Filings
D/A2017-12-08 · 0001267784-17-000001
D/A2016-12-07 · 0001267784-16-000005
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-14T18:05:21Z
Rdap Domain Last Changed
2026-01-13T07:39:47Z
Rdap Nameservers
Lloyd.ns.cloudflare.comNora.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5022486
Trust Company Affiliate
No

People (2)

2
BURBANK, JOHN, HOWARD
Direct Owner · 87.5%
5022486
KIM, JULIE, SO WON
Executive Officer · 2.5%
6457264