# PROFICIO CAPITAL PARTNERS LLC

PROFICIO CAPITAL PARTNERS LLC of NEWTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 269931
- Type: SEC-registered investment adviser
- SEC file number: 801-106483
- Location: 300 WASHINGTON STREET STE 951, ONE GATEWAY CENTER, NEWTON, MA, 02458-1655
- Phone: 617-340-8425
- Latest filing: 2026-04-27
- Regulatory AUM: $5.3B
- Discretionary AUM: $4.9B
- Non-discretionary AUM: $369.8M
- Clients: 23
- Accounts: 1,427

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (22)

| 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 | — |


## Private funds (8)

Mix: Other Private Fund 5 · Real Estate Fund 2 · Venture Capital Fund 1

| Fund | Type | Formed | Owners | GAV | 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 |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MIAMI | FL | 1 | 617-571-1468 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/269931/brochure
- Similar advisers: https://search.stillhousedata.com/firm/269931/similar
- Related entities: https://search.stillhousedata.com/firm/269931/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/269931

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.