PROFIT INVESTMENTS

Overview

Profit Investments is a small, owner-operated LLC that has been SEC-registered since 1996. The firm charges clients a percentage of assets under management and reports a client base of individuals and families while also listing portfolio management for businesses or institutions among its advisory activities. Filings identify the adviser as an active ESG investor, and the firm’s stated investment preference is equities—specifically exchange-traded securities deployed through separately managed accounts. The business profile—three clients with a relatively large average relationship size—suggests a high-touch practice focused on a handful of sizable accounts rather than a broad retail footprint. Investment activity is equity-centric and appears to favor liquid, publicly traded names that are reportable on 13F filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices