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Passport Research

M&A STATUS
11-20 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment advisory services. The company works with investment companies, and is currently managing two money market funds with approximately $19 billion in assets under management.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Acquirer
Primary Office
  • Federated Investors Tower
  • 1001 Liberty Avenue
  • Pittsburgh, PA 15222
  • United States

+1 (412) 000-0000

Passport Research Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Passport Research Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Passport Research Executive Team (4)

Name Title Board
Seat
Contact
Info
John Fisher President & Chief Executive Officer
Stephen Van Meter JD Chief Compliance Officer
Deborah Cunningham Chief Investment Officer & Senior Vice President, Money Markets
Mary Ochson Chief Investment Officer & Senior Vice President Tax-Free Money Markets