SourcingSourcing

PASSAIC PARTNERS LLC

C44
CRD 313290·SEC 801-120980·NEWARK, NJ
AUM
$2.24B
$1B+
Est. Revenue
$22.4M
@ 1% on AUM
Est. EBITDA
$6.7M
@ 30% margin
Est. Deal Value
$53.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PASSAIC PARTNERS LLC
CRD
313290
SEC file #
801-120980
EIN
871925602
DBA names
Hvmi LlcPassaic Partners Llc

Economics

AUM
$2.24B
AUM band
$1B+
AUM trajectory
'23'26
$2.08B → $2.24B▲ +8%
Client mix
Pension Profit Sharing Plans10
Pooled Investment Vehicles5

Operations

Employees (total)
9
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
3 advisors → 3 advisors▬ 0%
Primary office
NEWARK NJ
Branches
Count1

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/passaic-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SILVA, CARL, JOSHUA
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
SILVA, CARL, JOSHUA
LPC HARVEST, LP
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:passaic.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
6
Form 5500 Total Compensation
2,832,817
Form 5500 Compensation Trajectory 3y
20252,832,817
Form 5500 Plan Count Trajectory 3y
20256
Schedule C Total Compensation
2,832,817
Schedule C Service Provider Rows
6

SEC EDGAR

Edgar Cik
0001905809
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2022-02-09
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
19
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001905809-26-000006

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Morgan Stanley7
Northern Trust6
E*trade4
Edgar Addresses
Mailing
110 EDISON PLACESUITE 304NEWARK, NJ 07102
Business
110 EDISON PLACESUITE 304NEWARK, NJ 07102
Edgar EIN
871925602
Edgar Recent Filings
13F-HR2026-05-15 · 0001905809-26-000006
13F-HR2026-02-11 · 0001905809-26-000004
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4878653
Trust Company Affiliate
Yes

People (4)

4
SILVA, CARL, JOSHUA
Direct Owner · 62.5%
4878653
BENDER, ERIK, JOHN
Direct Owner · 7.5%
3188112
TUFTS, JAMES, RUTLEDGE
Direct Owner · 7.5%
1444943
MASON, LAUREL, T
Executive Officer · 2.5%
5481876