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⚲
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| Profit Investment Management LLC
✚
|
|
|---|---|
| CRD # | 110294 |
| SEC # | 801-52528 |
| CIK # | 0001286295 |
| AUM | $149.6 MM (2023-03-20) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 301-650-0059 |
| Address | 11710 Old Georgetown Road North Bethesda, MD 20852 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| RS | 10.7 | 0.0 | |
| FICO | 10.4 | 0.0 | |
| WCC | 5.6 | 0.0 | |
| FWRD | 2.4 | 0.0 | |
| CROX | 3.1 | 0.0 | |
| NSP | 3.7 | 0.0 | |
| NVST | 6.3 | 0.0 | |
| PLXS | 2.2 | 0.0 | |
| MTZ | 5.5 | 0.0 | |
| FCFS | 3.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 5 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 7 | 0.0 |
| Total | 13 | 0.1 |
| By Discretionary | ||
| Discretionary | 13 | 0.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 0.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.1 | |
| Total | 13 | 0.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001286295] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Deepwork Capital LLC
✚
|
FL | 0.2 |
|
Sculptor Advisors LLC
✚
|
NY | 0.2 |
|
SRN Advisors LLC
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|
PA | 0.1 |
|
Advanced Retirement Solutions LLC
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|
CA | 0.1 |
|
SQN Venture Partners LLC
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|
SC | 0.1 |
|
FAMA Investimentos LTDA
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|
0.1 | |
|
Eagle Point Income Management LLC
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|
CT | 0.1 |
|
Magari Advisors LLC
✚
|
NY | 0.1 |
|
Retirement Planology Inc
✚
|
VA | 0.1 |
|
First Trust Global Portfolios Limited
✚
|
0.1 |