Verified 10 Nov 2026
Proficio Capital Partners LLC
Proficio Capital Partners LLC is a multi-family office based in Newton, Massachusetts, with a second office in Miami, whose partners invest in every holding alongside client families on identical terms. It builds portfolios of public and private securities and alternatives, and its direct deals have included farmland, cold storage warehouses and dry bulk shipping. Its Form ADV filed on 1 September 2026 reported $8.2 billion in regulatory assets for 143 clients.
- Type
- Multi-family office
- Location
- Newton, Massachusetts, United States
- Sectors
- Public equities, Private funds, Fixed income, Real estate, Venture, Direct investments
- Fund size / AUM
- $8.2B regulatory AUM (Form ADV, filed 2026-09-01)
- Latest fund or filing
- 1 Sep 2026
- Website
- proficiocap.com
Contacts on file
For Proficio Capital Partners LLC, the paid file holds: 5 named decision-makers with roles.
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Notable investments
BONDRENEW Energy Partners
Sources
- adviserinfo.sec.gov/firm/summary/269931
- reports.adviserinfo.sec.gov/reports/ADV/269931/PDF/269931.pdf
- proficiocap.com/
- proficiocap.com/direct-investments/
- proficiocap.com/
- proficiocap.com/contact-us/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 16 lists
Family offices in Boston (10)Family offices in Massachusetts (13)US family offices that invest in startups and venture capital (63)US family offices that invest in private funds (85)US family offices that invest in real estate (86)US family offices that invest in direct deals in private companies (90)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Family offices that invest in startups and venture capital (110)Family offices in the Northeast (112)Family offices that invest in direct deals in private companies (143)Family offices that invest in real estate (149)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)