Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
471866236
SEC advisor number
801-106483
FINRA CRD number
269931
AUM ?
$3.16 bn
(as of 22 Jun 23)
Accounts
913
(as of 22 Jun 23)
Employees
16
(10 investment advisory or research)
Address
Proficio Capital Partners
ONE GATEWAY CENTER
300 WASHINGTON STREET SUITE 601
NEWTON
MA 02458
ONE GATEWAY CENTER
300 WASHINGTON STREET SUITE 601
NEWTON
MA 02458
Office hours
Monday - Friday, 8 AM - 4 PM
Phone
617 431 5106
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wosk, Matthew, Harrison | Managing Member | 08/2014 | 50-75% |
Kronberg, Peter, Walter | General Counsel/chief Compliance Officer | 06/2015 | < 5% |
Haber, Robert, J | Managing Member | 08/2014 | 10-25% |
Sussman, Justin, Thompson | Chief Operating Officer/partner | 09/2015 | < 5% |
Katz Family 2015 Trust | Member Class C Shares | 01/2016 | 10-25% |
Hanau, Sheldon | Chief Strategy Officer | 02/2019 | < 5% |
Denklau, Lauren, Elizabeth | Chief Administration Officer | 12/2019 | < 5% |
Blond, Richard, Arthur | Managing Partner - Florida | 09/2022 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Proficio Capital Partners LLC | $3.16 bn | |
Proficio Alternative Opportunities Fund | $144.55 mm | Other Private Fund |
Proficio Canadian Alternative Real Estate Fund LP | $41.77 mm | Real Estate Fund |
Proficio Dynamic Balanced Fund LP | $4.52 mm | Other Private Fund |
Proficio Long-term Alternative Series of the Proficio Gateway Fund LLC | $18.09 mm | Other Private Fund |
Proficio Motor Mart Garage Fund LP | $5.48 mm | Real Estate Fund |
Proficio Renew Green Energy Income LP | $11.16 mm | Other Private Fund |
Proficio Special Investment 1 LP | $5.00 mm | Venture Capital Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Feb 25
13F-HR
Quarterly holdings report by institutional manager
5 Feb 25
13F-HR
Quarterly holdings report by institutional manager
1 Nov 24
13F-HR
Quarterly holdings report by institutional manager
25 Jul 24
13F-HR
Quarterly holdings report by institutional manager
2 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23