| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Proficio Alternative Opportunities Fund | Other Private | $129.9M | $10K |
| Proficio Long-Term Alternative Series of the Proficio Gateway Fund LLC | Other Private | $57.1M | $200K |
| Proficio Canadian Alternative Real Estate Fund LP | Hedge | $42.7M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Burke Control | Partner Portfolio Manager | Under 5% | 2024 |
| Justin Thompson Sussman Control | Chief Operating Officer/Partner | 5-10% | 2015 |
| Kathleen Chines Herr Control | Chief Financial Officer | Under 5% | 2024 |
Proficio Capital Partners LLC reports $4 billion in regulatory assets under management on its Form ADV.
Proficio Capital Partners LLC manages 8 private funds with combined gross assets of $278.7 million.
Proficio Capital Partners LLC reports 21 employees.
Proficio Capital Partners LLC is based in Newton, MA and has been SEC-registered since 2015.
Proficio Capital Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 300 Washington Street Ste 951, One Gateway Center, Newton, MA 02458-1655 |
| Phone | 617-340-8425 |
| Office hours | 8 a.m. - 4 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1654175 |
| Discloses disciplinary history | No |
| Discretionary | $3.56B |
| Non-discretionary | $420.7M |
| Total (RAUM) | $3.98B |