PROFICIO CAPITAL PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$8,173,568,643
Discretionary
$7,637,771,487
Non-discretionary
$535,797,156
Firm details
- CRD number
- 269931
- SEC file number
- 801-106483
- Main office
- NEWTON, MA, United States
- Employees
- 25
- SEC status
- Approved
- Website
- HTTP://PROFICIOCAP.COM
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.