Profund Advisors LLC

RIASEC Registered
Total AUM
$5.2B
Discretionary
$5.2B
100% of AUM
Avg account
$44.1M
Accounts
118
Employees
98
Advisory reps
6

Firm details

Headquarters
Bethesda, Maryland
CRD number
109585
Registered since
August 19, 1997
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Profund Advisors LLC is an institutional registered investment adviser organized as an LLC that focuses on managing assets for institutional clients. The firm is SEC-registered (initial registration recorded in 1997) and charges fees based on a percentage of assets under management. Its stated business activities include functioning as a CPO/CTA and providing portfolio management for investment companies. Industry affiliations identify roles beyond pure advisory work—broker‑dealer relationships, other adviser arrangements, accounting links, and sponsor/GP/managing‑member responsibilities for pooled investment vehicles. The firm is owned by a mix of domestic entity and individual interests and does not position itself as an ESG investor or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
7272 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth