|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Profusion Financial Inc
✚
|
|
|---|---|
| CRD # | 167003 |
| SEC # | 801-131756 |
| CIK # | 0001673048 |
| AUM | $124.9 M (2025-03-07) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 314-441-6107 |
| Address | 7711 Bonhomme Ave St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Profusion Private Asset Fund LLC | [2024-12-03] | 0.0 | 28.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 3.9 |
| (b) Individuals (high net worth individuals) | 36 | 121.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 263 | 124.9 |
| By Discretionary | ||
| Discretionary | 223 | 100.2 |
| Non-Discretionary | 40 | 24.8 |
| Total | 263 | 124.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.9 | |
| Total | 263 | 124.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001673048] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wiser Wealth Management Inc
✚
|
GA | 0.4 |
|
Claraphi LLC
✚
|
WA | 0.0 |
|
Geordan Capital Management LLC
✚
|
CO | 0.0 |
|
Atlas Wealth Management Group LLC
✚
|
CA | 0.0 |
|
Lakeside Capital Management LLC
✚
|
WA | 0.0 |
|
Chamberlain Consulting Group LLC
✚
|
CA | 0.0 |
|
RE Dickinson Investment Advisors LLC
✚
|
IA | 0.0 |