SEC-Registered Investment Adviser
Proficio Capital Partners LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 1, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- July 31, 2015
- Principal office
- 300 Washington Street Ste 951, One Gateway Center, Newton, MA 02458-1655
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 1
- Website
- HTTP://PROFICIOCAP.COM
Scale
- Regulatory AUM
- $8.2B
- Discretionary / non-discretionary
- $7.6B / $535.8M
- Attributable to non-US clients
- $465.6M
- Accounts
- 1,538
- Clients
- 0
- Employees
- 25, 11 in advisory roles
- Private funds advised
- 8
- Private fund gross assets
- $285.6M
- Fund types
- 2 real estate funds, 1 venture capital funds, 5 other private funds
- Funds with Form D records
- 7 issuers in AltStreet's ledger, $267.8M reported sold across them
- Client assets in custody
- $798.3M (20 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients and selection of other advisers
- Compensated by
- a percentage of assets under management, fixed fees and performance-based fees
- Client types
- high net worth individuals (143); investment companies (1); pooled investment vehicles (9); other investment advisers (6); corporations or other businesses (1)
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (September 1, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.