Hedge Fund Database

PROFIT INVESTMENTS

PROFIT INVESTMENT MANAGEMENT, LLC Legal Name

Adviser information for PROFIT INVESTMENTS last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Maryland, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 13 $180.3M
Non-Discretionary 0 $0
Total 13 $180.3M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals <5 $1.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 5 $140.9M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 7 $38.1M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-52528
SEC ERA File Number 801-52528
SEC CIK Numbers 1286295
SEC CRD Numbers 110294
Legal Entity Identifier None

Principal Office

11710 OLD GEORGETOWN ROAD
SUITE 1
NORTH BETHESDA
MD
United States
Monday - Friday, 8:45A.M.- 5:45P.M.
Tel: 301-650-0059, Fax: 301-650-0608

Websites

www.profitfunds.com www.linkedin.com/company/profit-investment-management www.eugeneprofit.com

Chief Compliance Officer

GERY SADZEWICZ
CHIEF COMPLIANCE OFFICER
5205 BROOKSHIRE ESTATES DRIVE
PLAINFIELD
IL
United States
Tel: 815-286-4029
(Full email address available in API data)

Regulatory Contact

EUGENE A. PROFIT
PRESIDENT
6701 DEMOCRACY BLVD
SUITE 300
BETHESDA
MD
United States
Tel: 301 650-0059
Fax: 301-650-0608
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
PROFIT, EUGENE, ANTHONY Individual – PRESIDENT, CEO, CFO 04/1996 > 75%
SADZEWICZ, GERY, JOSEPH Individual – CHIEF COMPLIANCE OFFICER 01/2018 < 5%

No. Employees, Historic

105020192020202120222023202420255 on 4/2/20195 on 6/18/20195 on 8/13/20193 on 3/26/20204 on 3/29/20214 on 3/30/20224 on 5/3/20224 on 11/4/20225 on 3/20/20235 on 5/10/20235 on 3/13/2024

RAUM, Historic

200M100M02019202020212022202320242025125738569 on 4/2/2019125738569 on 6/18/2019125738569 on 8/13/2019156896875 on 3/26/2020160717198 on 3/29/2021160717197 on 3/30/2022160717197 on 5/3/2022160717197 on 11/4/2022149562748 on 3/20/2023149562748 on 5/10/2023180331957 on 3/13/2024

No. Clients, Historic

2010020192020202120222023202420257 on 4/2/20197 on 6/18/20197 on 8/13/20197 on 3/26/20209 on 3/29/20219 on 3/30/20229 on 5/3/20229 on 11/4/202213 on 3/20/202313 on 5/10/202313 on 3/13/2024

Holdings

From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 1M 7K –
ADOBE INC COM 303K 546 –
AKAMAI TECHNOLOGIES INC COM 575K 6K –
ALPHABET INC CAP STK CL A 2M 9K –
ALPHABET INC CAP STK CL C 652K 4K –
AMERICAN EXPRESS CO COM 1M 6K –
AMGEN INC COM 1M 3K –
APPLE INC COM 2M 10K –
APTIV PLC SHS 216K 3K –
BLOCK INC CL A 591K 9K –
BOSTON BEER INC CL A 3M 11K –
CISCO SYS INC COM 473K 10K –
COOPER COS INC COM 317K 4K –
COSTCO WHSL CORP NEW COM 1M 1K –
CROCS INC COM 7M 46K –
DISNEY WALT CO COM 1M 11K –
EAGLE BANCORP INC MD COM 1M 61K –
EASTMAN CHEM CO COM 356K 4K –
ELI LILLY & CO COM 698K 771 –
ENVISTA HOLDINGS CORPORATION COM 3M 193K –
EPAM SYS INC COM 934K 5K –
FACTSET RESH SYS INC COM 1M 3K –
FAIR ISAAC CORP COM 3M 2K –
FEDEX CORP COM 505K 2K –
FIRSTCASH HOLDINGS INC COM 4M 41K –
FORD MTR CO DEL COM 835K 67K –
G III APPAREL GROUP LTD COM 5M 185K –
GLOBUS MED INC CL A 2M 23K –
GOLDMAN SACHS GROUP INC COM 682K 2K –
GOODYEAR TIRE & RUBR CO COM 3M 301K –
HCA HEALTHCARE INC COM 442K 1K –
HELMERICH & PAYNE INC COM 4M 100K –
HOME DEPOT INC COM 1M 4K –
HONEYWELL INTL INC COM 416K 2K –
INSPERITY INC COM 3M 33K –
INTEL CORP COM 1M 35K –
JANUS HENDERSON GROUP PLC ORD SHS 4M 105K –
JOHN BEAN TECHNOLOGIES CORP COM 3M 30K –
JPMORGAN CHASE & CO. COM 1M 6K –
KIMBERLY-CLARK CORP COM 464K 3K –
KRATOS DEFENSE & SEC SOLUTIO COM NEW 3M 170K –
LIVE OAK BANCSHARES INC COM 4M 120K –
MASTEC INC COM 4M 40K –
MCCORMICK & CO INC COM NON VTG 728K 10K –
MEDTRONIC PLC SHS 250K 3K –
MICROSOFT CORP COM 2M 5K –
MODERNA INC COM 922K 8K –
NETFLIX INC COM 2M 3K –
NIKE INC CL B 861K 11K –
NVIDIA CORPORATION COM 2M 16K –
OPPENHEIMER HLDGS INC CL A NON VTG 4M 74K –
PATTERSON COS INC COM 3M 145K –
PEPSICO INC COM 983K 6K –
PETMED EXPRESS INC COM 328K 81K –
PFIZER INC COM 324K 12K –
PLEXUS CORP COM 4M 43K –
PROCTER AND GAMBLE CO COM 1M 6K –
REGAL REXNORD CORPORATION COM 3M 23K –
RELIANCE INC COM 3M 12K –
ROLLINS INC COM 3M 53K –
RTX CORPORATION COM 563K 6K –
SALLY BEAUTY HLDGS INC COM 3M 249K –
SCANSOURCE INC COM 5M 112K –
STARBUCKS CORP COM 323K 4K –
SYNAPTICS INC COM 3M 33K –
TAKE-TWO INTERACTIVE SOFTWAR COM 2M 12K –
TARGET CORP COM 520K 4K –
TEREX CORP NEW COM 4M 65K –
TESLA INC COM 1M 6K –
TOPGOLF CALLAWAY BRANDS CORP COM 4M 240K –
UNDER ARMOUR INC CL C 4M 570K –
UNITED PARCEL SERVICE INC CL B 548K 4K –
UNITEDHEALTH GROUP INC COM 1M 2K –
VANDA PHARMACEUTICALS INC COM 3M 571K –
VERTEX PHARMACEUTICALS INC COM 474K 1K –
VIKING THERAPEUTICS INC COM 5M 100K –
VISA INC COM CL A 1M 5K –
WASTE MGMT INC DEL COM 207K 969 –
WD 40 CO COM 4M 16K –
WESCO INTL INC COM 4M 24K –
WINNEBAGO INDS INC COM 3M 56K –