PROFICIO CAPITAL PARTNERS LLC

CRD 269931 · SEC 801-106483

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300 WASHINGTON STREET STE 951, ONE GATEWAY CENTER, NEWTON, MA, 02458-1655, United States

Phone

617-340-8425

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.27B

Discretionary AUM

$4.90B

Team

23 total employees; 11 advisory reps

Clients

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Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-27

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	138	$4.38B
Investment companies	1	$0
Pooled investment vehicles	9	$346.4M
Other investment advisers	6	$51.6M
Corporations/business entities	1	$485.5M

States served

AZ, CA, CO, DE, GA, IL, ME, MD, MA, MI, MT, NV, NJ, NY, NC, OH, OR, PA, RI, SC, VA, WA, TX, NH, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD