PROFICIO CAPITAL PARTNERS LLC of NEWTON, MA is an SEC-registered investment adviser (CRD 269931). Regulatory assets under management: $5.3B.
Compensation: % of AUM, Fixed, Performance.
Clients served: High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Matthew Harrison Wosk | MANAGING MEMBER | NEWTON, MA |
| Justin Thompson Sussman | CHIEF OPERATING OFFICER/PARTNER | NEWTON, MA |
| Peter Walter Kronberg | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | Newton, MA |
| Gregory Burke | PARTNER PORTFOLIO MANAGER | Calgary, A0 |
| Robert J Haber | CHIEF INVESTMENT OFFICER, MEMBER | — |
| Sheldon Hanau | CHIEF STRATEGY OFFICER | — |
| Lauren Elizabeth Denklau | CHIEF ADMINISTRATION OFFICER | — |
| Richard Arthur Blond | MANAGING PARTNER - FLORIDA | — |
| Kathleen Chines Herr | CHIEF FINANCIAL OFFICER | — |
| Warren Onnie Mayshak | PARTNER, PORTFOLIO MANAGEMENT | — |
| HABER ROBERT J | CHIEF INVESTMENT OFFICER, MEMBER; MANAGING MEMBER | — |
| KRONBERG PETER WALTER | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | — |
| WOSK MATTHEW HARRISON | MANAGING MEMBER | — |
| KATZ DANIEL | MEMBER | — |
| KATZ DAVID | MEMBER | — |
| WOSK DINA | MEMBER | — |
| KATZ SABRA | MEMBER | — |
| SUSSMAN JUSTIN THOMPSON | CHIEF OPERATING OFFICER/PARTNER | — |
| HANAU SHELDON | CHIEF STRATEGY OFFICER | — |
| DENKLAU LAUREN ELIZABETH | CHIEF ADMINISTRATION OFFICER | — |
| BLOND RICHARD ARTHUR | MANAGING PARTNER - FLORIDA | — |
| Herr Kathleen Chines | CHIEF FINANCIAL OFFICER | — |
Other Private Fund: 5 · Real Estate Fund: 2 · Venture Capital Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| PROFICIO ALTERNATIVE OPPORTUNITIES FUND | Other Private Fund | Delaware | 97 | $128.5M | $10K |
| PROFICIO LONG-TERM ALTERNATIVE SERIES OF THE PROFICIO GATEWAY FUND LLC | Other Private Fund | Delaware | 67 | $64.9M | $200K |
| PROFICIO CANADIAN ALTERNATIVE REAL ESTATE FUND LP | Real Estate Fund | Delaware | 51 | $43.0M | $100K |
| PROFICIO CLEAN HORIZONS SERIES OF THE PROFICIO GATEWAY FUND LLC | Other Private Fund | Delaware | 45 | $31.9M | $250K |
| PROFICIO DYNAMIC BALANCED FUND LP | Other Private Fund | Delaware | 4 | $8.8M | $250K |
| PROFICIO RENEW GREEN ENERGY INCOME LP | Other Private Fund | Delaware | 43 | $8.6M | $100K |
| PROFICIO SPECIAL INVESTMENT 1 LP | Venture Capital Fund | Delaware | 50 | $4.6M | $100K |
| PROFICIO MOTOR MART GARAGE FUND LP | Real Estate Fund | Delaware | 22 | $209K | $25K |
| City | State | Employees | Phone |
|---|---|---|---|
| MIAMI | FL | 1 | 617-571-1468 |