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 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

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

    CEOCRD 2618712

Contacts

3 of 4
  • RICHARD MORRIS

    General CounselCRD 5097044

  • VICTOR FRYE

    Executive Director and CCOCRD 1253717

  • ALEXIS DEPETRIS

    Managing Director, TechnologyCRD 5586576

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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