Proficio Capital Partners LLC

RIASEC Registered

Total AUM

$8.2B

Discretionary

$7.6B

93% of AUM

Avg account

$5.3M

Accounts

1,538

Employees

Advisory reps

Firm details

Headquarters: Newton, Massachusetts
CRD number: 269931
Registered since: July 31, 2015
Website: proficiocap.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI87.82%
Corporations / Businesses6.2%
Pooled Investment Vehicles4.15%
Investment Companies1.17%
Other Investment Advisers0.67%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Proficio Capital Partners LLC is an SEC-registered investment adviser organized as an LLC and operating since 2015. The firm functions as a capital allocator and multifaceted fund manager with activity across real estate, venture capital and other pooled vehicles. Its client base combines high-net-worth individuals and families with institutional investors. Proficio charges a mix of percentage-of-AUM fees, fixed fees, and performance-based fees, and provides portfolio management for individuals, pooled investment vehicles, businesses and institutions, plus selection of third‑party advisers. The firm identifies as an active ESG investor. Proficio is structured to both sponsor private funds and allocate externally to alternative managers, positioning itself between direct fund management and third‑party allocations rather than as a single-strategy shop.