SEC Form ADV · CIK 1654175

PROFICIO CAPITAL PARTNERS LLC

Registered Investment AdviserMA
$8.2B
Assets Under Management
25
Employees
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Registration Details

CIK
1654175
Accession
crd-269931
Location
NEWTON, MA
Filing Date
September 1, 2026
AUM
$8.2B
Institutional Clients
10
Employees
25
Amendment
No

Client Types

HNW IndividualsInvestment CompaniesPooled Investment VehiclesOther AdvisersCorporations

Private Funds

8 private funds reported on Form ADV Schedule D 7.B.1, $290.5M in combined gross assets.

  • PROFICIO ALTERNATIVE OPPORTUNITIES FUNDOther Private Fund$128.5M
  • PROFICIO LONG-TERM ALTERNATIVE SERIES OF THE PROFICIO GATEWAY FUND LLCOther Private Fund$64.9M
  • PROFICIO CANADIAN ALTERNATIVE REAL ESTATE FUND LPReal Estate Fund$43.0M
  • PROFICIO CLEAN HORIZONS SERIES OF THE PROFICIO GATEWAY FUND LLCOther Private Fund$31.9M
  • PROFICIO DYNAMIC BALANCED FUND LPOther Private Fund$8.8M
  • PROFICIO RENEW GREEN ENERGY INCOME LPOther Private Fund$8.6M
  • PROFICIO SPECIAL INVESTMENT 1 LPVenture Capital Fund$4.6M
  • PROFICIO MOTOR MART GARAGE FUND LPReal Estate Fund$209K

About this Adviser

PROFICIO CAPITAL PARTNERS LLC is a registered investment adviser headquartered in NEWTON, MA, managing approximately $8.2B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.