# Proficio Dynamic Balanced fund, LP — Form D/A

Proficio Dynamic Balanced fund, LP of NEWTON, MA, a pooled investment fund, filed a Form D amendment with the SEC on 2024-12-30. $6.4M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2024-12-30
- Form: D/A
- Accession: 0001903207-24-000002
- Industry: Pooled Investment Fund
- Exemptions: 06b
- Amount sold: $6.4M
- Minimum investment: $50K
- Investors: 3
- Date of first sale: 2021-12-30
- Security types: fund interests
- SEC file number: 021-428262

## Issuer

- Name: Proficio Dynamic Balanced fund, LP
- CIK: 0001903207
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2021
- Address: 300 WASHINGTON STREET, NEWTON, MA, 02458
- Phone: 6174357967

## Officers, directors & promoters (1)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Harrison Wosk | Executive Officer | NEWTON, MA |

## Other filings by this issuer (4)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2025-12-30](https://search.stillhousedata.com/formd/0001903207-25-000002) | D/A | — | $6.6M |
| [2024-01-02](https://search.stillhousedata.com/formd/0001903207-24-000001) | D/A | — | $5.0M |
| [2023-01-05](https://search.stillhousedata.com/formd/0001903207-23-000001) | D/A | — | $5.0M |
| [2022-01-07](https://search.stillhousedata.com/formd/0001903207-22-000002) | D | — | $5.0M |

## More

- [CIK 1903207 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1903207&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001903207-24-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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