|
⚲
|
| Keyboard |
| Profusion Financial Inc
✚
|
|
|---|---|
| CRD # | 167003 |
| SEC # | 801-131756 |
| CIK # | 0001673048 |
| AUM | 175.7 M (2026-03-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 314-441-6107 |
| Address | 7711 Bonhomme Ave St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Profusion Private Asset Fund LLC | [2024-12-03] | 29.5 M | |
| Offered $135,000 · Filed 2016-07-12 (D) · Exemption 506(b) · Minimum $1,000 · Remaining $135,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 11.0 |
| (b) Individuals (high net worth individuals) | 49 | 164.7 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| Total | 390 | 175.7 |
| By Discretionary | ||
| Discretionary | 385 | 173.4 |
| Non-Discretionary | 5 | 2.3 |
| Total | 390 | 175.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.7 | |
| Total | 390 | 175.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001673048] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Fund Types | Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wiser Wealth Management Inc
✚
|
GA | 513.6 M |
|
D&A Advisors LLC
✚
|
NV | 127.1 M |
|
Claraphi LLC
✚
|
WA | |
|
Chamberlain Consulting Group LLC
✚
|
CA | |
|
Atlas Wealth Management Group LLC
✚
|
CA | |
|
RE Dickinson Investment Advisors LLC
✚
|
IA | |
|
Lakeside Capital Management LLC
✚
|
WA | |
|
Geordan Capital Management LLC
✚
|
CO |