Adviser Profile
| As of Date | 01/13/2024 |
| Registration status | Registration Changed to PROFITSCORE CAPITAL MANAGEMENT, INC. |
| ADV Location | EAGLE, ID, United States |
| Contact Info | 208 xxxxxxx |
| Websites |
| AUM* | 70,200,000 -41% |
| of that, discretionary | 70,200,000 -41% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,400,000 -10% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- Other investment advisers
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
509M
436M
364M
291M
218M
145M
73M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
Private Funds
No private funds
Employees
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser 401K INVESTMENT PROFESSIONALS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM311.0m | #Funds- | |
| Adviser RH BUCHANAN | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM165.2m | #Funds- | |
| Adviser CAMELOT EVENT-DRIVEN ADVISORS, LLC | Hedge Fund361.8k | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV361.8k | AUM107.8m | #Funds1 | |
| Adviser TOEWS ASSET MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.0b | #Funds- | |
| Adviser HUNTER LEWIS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund2.3m | Total Private Fund GAV2.3m | AUM394.6m | #Funds1 | |
| Adviser CAMBRIA INVESTMENT MANAGEMENT, L.P. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM3.6b | #Funds- | |
| Adviser JOHN HANCOCK INVESTMENT MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM212.1b | #Funds- | |
| Adviser SPIRIT OF AMERICA MANAGEMENT CORP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM540.0m | #Funds- | |
| Adviser RISK PARADIGM GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM115.6m | #Funds- | |
| Adviser OTTER CREEK ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM229.7m | #Funds- |