Professionally Managed Portfolios

LEI record

LEI status

Issued

Entity identity

Legal jurisdiction

United States

Legal form

Source legal-form code: 8888

Entity status

Active

Official registration identifier

Registration authority

EDGAR (RA000665)

Registered entity identifier

0000811030

Dates

Initial registration date

14 Mar 2018

Next renewal date

14 Dec 2026

Reported accounting relationships

These are relationships reported for accounting consolidation; they do not establish legal ownership.

Page 1 of 1 · 32 reported relationships.

• Professionally Managed Portfolios — Source relationship code: IS_FUND-MANAGED_BY — OTTER CREEK ADVISORS, LLC; status Active
• Hodges Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Pabrai Wagons Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Osterweis Opportunity Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Congress Mid Cap Growth Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Congress Small Cap Growth Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Akre Focus Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Boston Common ESG Impact Emerging Markets Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Becker Value Equity Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Hodges Small Cap Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Congress Large Cap Growth ETF — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Boston Common ESG Impact International Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Akre Focus ETF — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Congress Large Cap Growth Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Osterweis Growth & Income Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Congress SMid Growth ETF — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Osterweis Strategic Income Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Otter Creek Focus Strategy ETF — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Hodges Blue Chip Equity Income Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Boston Common ESG Impact U.S. Equity Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Hodges Small Intrinsic Value Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Osterweis Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Bridges Investment Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Otter Creek Long/Short Opportunity Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Boston Common ESG Impact U.S. Value Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Congress Intermediate Bond ETF — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Pabrai Wagons ETF — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• DSM Global Growth & Income Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Villere Equity Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Muzinich Low Duration Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Muzinich Flexible U.S. High Yield Income Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active
• Muzinich Dynamic Income Fund — Source relationship code: IS_SUBFUND_OF — Professionally Managed Portfolios; status Active

Reporting exceptions

• Direct accounting consolidation parent · Parent is not subject to accounting consolidation
• Ultimate accounting consolidation parent · Parent is not subject to accounting consolidation

These are source-reported exceptions to accounting-relationship reporting. They do not establish ownership or the absence of an owner.