Profund Advisors LLC

RIASEC RegisteredEst. 1997
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
Website
www.profunds.com
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Profund Advisors LLC is an SEC-registered investment adviser formed as an LLC in 1997 that predominantly serves institutional clients on a percentage-of-AUM fee model. The firm is organized as a domestic entity with individual ownership and is active as a commodity pool operator or commodity trading advisor (CPO/CTA) while also providing portfolio management for investment companies. Profund is not flagged as an ESG investor, does not act as a capital allocator, and is not identified as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

2 of 2

  • Todd Johnson

    Chief Investment OfficerCRD 2624075

  • Michael Sapir

    Michael Sapir

    CEOCRD 2618712

Contacts

3 of 4

  • Richard Morris

    General CounselCRD 5097044

  • Victor Frye

    Victor Frye

    Executive Director and CCOCRD 1253717

  • Alexis Depetris

    Alexis Depetris

    Managing Director, TechnologyCRD 5586576

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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

Similar firms

Pennington Partners & Co, LLC

RIA

Bethesda, MD

AUM $5.1BTEAM 36REPS 13

Heritage Investors Management Corp

RIA

Bethesda, MD

AUM $4.6BTEAM 22REPS 11

Hull Street Energy

RIA

Bethesda, MD

AUM $4.6BTEAM 32REPS 5

Midcap Financial Services Capital Management, LLC

RIA

Bethesda, MD

AUM $7.3BTEAM 360REPS 5

XML Financial Group

RIA

Bethesda, MD

AUM $3.3BTEAM 54REPS 30

Potomac

RIA

Bethesda, MD

AUM $3.3BTEAM 36REPS 26
More RIAs in Bethesda →All Maryland RIAs →