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PROFICIO CAPITAL PARTNERS LLC
NEWTON, MA
617-340-8425
SEC #801-106483Total AUM
$5.3B
Employees
23Clients
155Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
300 WASHINGTON STREET STE 951
ONE GATEWAY CENTER
NEWTON
MA 02458-1655
United States
ONE GATEWAY CENTER
NEWTON
MA 02458-1655
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Monday - Friday
Phone
617-340-8425
Other Offices
1
Financials
Total AUM
$5.3B
Accounts
1,427Discretionary
$4.9B
Accounts
1,014Non-Discretionary
$369.8M
Accounts
413
Clients
HNW Individual Clients
138AUM
$4.4B
Investment Company Clients
1AUM
$0
Pooled Vehicle Clients
9AUM
$346.4M
Investment Advisor Clients
6AUM
$51.6M
Corporation or Business Clients
1AUM
$485.5M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDEFLGAILMAMDMEMIMTNCNHNJNVNYOHORPARISCSDTXVAWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.