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PROFICIO CAPITAL PARTNERS LLC
CRD 269931File 801-106483
APPROVED
Retail clients
Custody
Filing as of Apr 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.27B
Top 25% of cohort (national)
Discretionary AUM
$4.90B
Non-discretionary $369.8M
Clients
155
1,427 accounts
Employees
23
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 31, 2015
- Principal office
- 300 WASHINGTON STREET STE 951, ONE GATEWAY CENTER, NEWTON, MA, 02458-1655
- Phone
- 617-340-8425
- Website
- HTTP://PROFICIOCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.27B
- Discretionary AUM
- $4.90B
- Non-discretionary AUM
- $369.8M
- Discretionary accounts
- 1,014
- Non-discretionary accounts
- 413
- Total accounts
- 1,427
- AUM per client
- $34.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $485.5M |
| Investment companies | 1 | $0 |
| Other investment advisers | 6 | $51.6M |
| High net worth individuals | 138 | $4.38B |
| Pooled investment vehicles | 9 | $346.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.