Proficio Capital Partners is a fund manager in Newton with $2.86 bn assets under management.
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 ?
$3.42 bn
(as of 13 Mar 24)
Accounts
1,196
(as of 13 Mar 24)
Employees
18
(11 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
Phone
617 431 5106
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Proficio Capital Partners LLC | $2.86 bn | |
Proficio Alternative Opportunities Fund Class a | $109.12 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
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
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22