Proshare Advisors LLC

RIASEC Registered
Total AUM
$85.3B
Discretionary
$85.3B
100% of AUM
Avg account
$588M
Accounts
145
Employees
98
Advisory reps
16

Firm details

Headquarters
Bethesda, Maryland
CRD number
134155
Registered since
April 14, 2005
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Proshare Advisors LLC is an institutional registered investment adviser that focuses on managing pooled investment products and investment-company portfolios for institutional clients. The firm is organized as an LLC and is SEC registered (registration year 2005). Its fee model is percentage-of-AUM and its stated business activities include acting as a CPO/CTA and providing portfolio management for investment companies. Industry affiliations include broker-dealer relationships and roles as sponsor, general partner, or managing member of pooled vehicles, indicating the firm both manages and sponsors collective investment structures. Proshare identifies its client base as institutional and does not present itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$18.4B in ETFs

Passive

0%

$0

Active

0%

$18.4B

ETFProviderStyleCategoryValueShares% of portfolio
PROSHARES GENIUS MONEY MARKET ETF (IQMM)ProShares$18.3B183,360,84799.98%

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