AUMdb

Profits Plus Capital Management, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 118294 · SEC file 801-136217 · Nampa, ID · x.com
☆ Save with Pro ADV data as of Apr 10, 2026
Regulatory AUM
$258M
Discretionary
$258M
Clients
1
Avg AUM / client
$258M
Accounts
1
Employees
1

AUM over time

$258M $258M
Apr 8, 2026 Apr 10, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 10, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 1 $258M 100.0%

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/10/2026 1.32 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Commissions
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 10, 2026.

View current Form ADV (SEC/IAPD) ↗