Proficio Capital Partners

Asset Manager SEC-registered adviser

Legal name: Proficio Capital Partners LLC

Newton, MA Website LinkedIn

AUM

$8.2B
Regulatory AUM

Private funds

8
Other 5 · Real Estate 2 · Venture Capital 1

Private fund assets

$265.2M
Gross asset value

Employees

25

Last Form D raise

Mar 2026
Most recent fund filing

From SEC Form ADV filing (filed Sep 1, 2026). View on SEC

People(6)

Owners and executive officers named on the firm's SEC Form ADV.

G
Partner Portfolio Manager
J
Chief Operating Officer/Partner
R
Managing Partner - Florida
R
Chief Investment Officer, Member
W
Partner, Portfolio Management

Funds(8)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Proficio Clean Horizons Series of the Proficio Gateway Fund LLCOther$38.3M$58.0M34Mar 2026Warm
Proficio Dynamic Balanced Fund LPOther$9.1M$6.6M3Dec 2025Warm
Proficio Long-Term Alternative Series of the Proficio Gateway Fund LLCOther$69.5M$66.2M59Jul 2024Cold
Proficio Special Investment 1 LPVenture Capital$4.6M$5.0M49Jan 2022Cold
Proficio Alternative Opportunities FundOther$135.1M———
Proficio Canadian Alternative Real Estate Fund LPReal Estate$20.4M———
Proficio Renew Green Energy Income LPOther$8.5M———
Proficio Motor Mart Garage Fund LPReal Estate$209K———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
269931
SEC file number
801-106483
CIK
1654175

Sources