Passport Research, Ltd. (St. Louis)

Name: Passport Research, Ltd.
Address: 12555 Manchester Road, St. Louis, MO, 63131
Telephone: (314) 515-2000

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.

Passport Research: assets under management

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 firm manages $29.15 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $29.15 billion each.

Fees & Commissions

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.

What kind of clients John Christopher Donahue serves?

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.

Careers at Passport Research, Ltd.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
L.P. Edward D. Jones & Co.	Limited partner	1 May 1981	25% - 50%	25-6215504
Deborah Ann Cunningham	Sr. vice president/cio-money markets	1 May 1981	Other	2180055
John Francis Donahue	Chairman	1 Jun 1981	Other	69842
Federated Investment Management Company	General partner	1 Jul 1989	50% - 75%	105138
William David Dawson	Executive vice president	1 Jan 1994	Other	814736
Thomas John Madden	Executive vice president	1 Jan 1994	Other	1945560
John Christophe Donahue	President	1 Jul 1994	Other	814703
John Christopher Donahue	President	1 Jul 1994	Other	814703
Henry Arthur Frantzen	Executive vice president	1 Apr 1995	Other	1694688
Thomas Robert Donahue	Treasurer	1 Aug 1995	Other	2766434
George Andrew Bonnewell	Secretary	1 Mar 1999	Other	2182042
Brian Paul Bouda	Chief compliance officer	1 Aug 1999	Other	2530800
Stephen Frank Auth	Evp, cio-equity	1 Apr 2000	Other	2694169
John Christopher Donahue	Chairman	1 Feb 2002	Other	814703
Keith Morgan Schappert	President	1 Feb 2002	Other	4329089
John Basil Fisher	President ceo	1 Jan 2006	Other	707411
Mary Jo Ochson	Sr vice president/cio tax-free money markets	1 Jul 2008	Other	4797352
Stephen Paul Van Meter	Chief compliance officer	1 Jul 2015	Other	6020413
Passport Holdings Llc	General partner	1 Jan 2017	50% - 75%	81-5244091
Ryan Timothy Robson	President	1 Jan 2017	Other	5300641
Bryan Joseph Luebbert	Vice president	1 Jan 2017	Other	3081314
Michael Joseph Besmer	Treasurer	1 Jan 2017	Other	5709602
Lynette D Mccloud	Secretary	1 Jan 2017	Other	4585136
Stephen Todd Bee	Chief compliance officer	1 Jan 2017	Other	2830492
Edward Jones	Limited partner	1 Feb 2017	25% - 50%	250

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Federated Investors	Shareholder	1 Mar 1983	75% - 100%	25-1111467
Inc. Edj Holding Company	General partner	1 Aug 1987	75% - 100%	43-1449982
L.L.L.P. The Jones Financial Companies	Limited partner	1 Aug 1987	75% - 100%	43-1450818
Inc. Fii Holdings	Shareholder	1 May 1989	75% - 100%	51-0269881
L.L.L.P. The Jones Financial Companies	Sole member	1 Jan 2017	75% - 100%	43-1450818

Based in St. Louis

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.