Investment adviser · CRD 167003
PROFUSION FINANCIAL
Investment adviser filing (IA)
PROFUSION FINANCIAL, INC.
ST. LOUIS, MO, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $176M Form ADV · Item 5.F
- Client accounts
- 390 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 49 | $164,685,000 | 93.7% |
| Individuals | 28 | $11,035,000 | 6.3% |
| Pooled investment vehicles | 1 | $0 | 0.0% |
Filing source
Form ADV 2058904 · Mar 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PROFUSION PRIVATE ASSET FUND, LLCReal Estate Fund · Last reported Mar 23, 2026$29.5MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MIDLAND STATES BANK
LEI 549300U6DW7DX671T306
Fund details & source
- Fund ID
- 805-5797186058
- Reported beneficial owners
- 2
- Minimum commitment
- $250K
- Form D file number
- 021-266784
Form ADV 2058904 · Mar 23, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
7711 BONHOMME AVE, STE 600ST. LOUIS, MO, 63105, United States
CRD 167003
Filing source
Form ADV 2058904 · Mar 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.