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
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 and operating since 1997. The firm focuses on institutional clients and charges fees based on a percentage of assets under management. Regulatory filings list business activities that include serving as a commodity pool operator or commodity trading advisor (CPO/CTA) and providing portfolio management for investment companies. Industry affiliations noted in filings include broker-dealer relationships and roles as sponsor, general partner, or managing member of pooled investment vehicles. Filings also indicate the firm does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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