Proficio Capital Partners LLC
● SEC registered since 2015CRD 269931SEC# 801-106483Newton, MA
Ranks #974 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$8.17B
Fund GAV
$285.6M
Private funds
8
Employees
25
Accounts
1,538
Location
Newton, MA
About Proficio Capital Partners
Proficio Capital Partners partners with families through personalized, dynamic service and opportunistic diversification across asset classes. It builds portfolios that combine internally and externally managed investment vehicles.
Summary based on the firm’s website.
Proficio Capital Partners LLC assets under management
Proficio Capital Partners LLC is a registered investment adviser overseen by the SEC based in Newton, MA. The firm has been registered since 2015. It reports $8.2 billion in regulatory assets under management and employs 25 people. Proficio Capital Partners LLC manages 8 private funds with combined gross assets of $285.6 million, including Proficio Alternative Opportunities Fund. By regulatory assets, it ranks 974 of 5,980 private fund managers.
Proficio Capital Partners LLC private funds
8 funds · $285.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Proficio Alternative Opportunities Fund | Other Private | $135.1M | $10K |
| Proficio Long-Term Alternative Series of the Proficio Gateway Fund LLC | Other Private | $69.5M | $200K |
| Proficio Clean Horizons Series of the Proficio Gateway Fund LLC | Other Private | $38.3M | $250K |
| Proficio Canadian Alternative Real Estate Fund LP | Real Estate | $20.4M | $100K |
| Proficio Dynamic Balanced Fund LP | Other Private | $9.1M | $250K |
| Proficio Renew Green Energy Income LP | Other Private | $8.5M | $100K |
| Proficio Special Investment 1 LP | Venture Capital | $4.6M | $100K |
| Proficio Motor Mart Garage Fund LP | Real Estate | $209K | $25K |
Proficio Capital Partners LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Burke Control | Partner Portfolio Manager | Under 5% | 2024 |
| Justin Thompson Sussman Control | Chief Operating Officer/Partner | 5-10% | 2015 |
| Kathleen Chines Herr Control | Chief Financial Officer | Under 5% | 2024 |
| Katz Family 2014 Limited Partnership | Member Class C Shares | 10-25% | 2016 |
| Lauren Elizabeth Denklau Control | Chief Administration Officer | Under 5% | 2019 |
| Matthew Harrison Wosk Control | Managing Member | Over 75% | 2014 |
| Peter Walter Kronberg Control | General Counsel/Chief Compliance Officer | Under 5% | 2015 |
| Richard Arthur Blond Control | Managing Partner - Florida | Under 5% | 2022 |
| Robert J Haber Control | Chief Investment Officer, Member | 10-25% | 2014 |
| Sheldon Hanau Control | Chief Strategy Officer | Under 5% | 2019 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Proficio Capital Partners LLC manage?
Proficio Capital Partners LLC reports $8.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Proficio Capital Partners LLC manage?
Proficio Capital Partners LLC manages 8 private funds with combined gross assets of $285.6 million.
How many employees does Proficio Capital Partners LLC have?
Proficio Capital Partners LLC reports 25 employees.
Where is Proficio Capital Partners LLC located?
Proficio Capital Partners LLC is based in Newton, MA and has been SEC-registered since 2015.
Does Proficio Capital Partners LLC disclose fund performance?
Proficio Capital Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Washington Street Ste 951, One Gateway Center, Newton, MA 02458-1655 |
| Phone | 617-340-8425 |
| Office hours | 8 a.m. - 4 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1654175 |
| Discloses disciplinary history | No |
Regulatory AUM
$8.17B▲ 127%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,389 advisers
AUM vs fund managersTop 16%
Larger than 84% of 5,980 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 20%
More than 80% of 16,799 advisers
Assets under management
$8.17Bregulatory AUM
Discretionary $7.64BNon-discretionary $535.8M
Fund type mix
Other Private5
Real Estate2
Venture Capital1