PROFICIO CAPITAL PARTNERS
Proficio Capital Partners is a multi-family office that serves as a high-touch manager of liquid and illiquid financial assets. The company uses an opportunistic approach to diversification through the construction of a highly diversified and actively allocated combination of asset classes and securities using internally managed and externally managed investment vehicles. Proficio Capital Partners builds bespoke portfolios utilizing institutional backgrounds and experience in financial markets ... to provide a comprehensive and integrated dynamic plan for families complete financial affairs, including investment management, wealth transfer strategies through estate planning and philanthropic initiatives, proactive tax and multi-generational planning, administrative services, risk management, and implementation of family governance.
PROFICIO CAPITAL PARTNERS
Industry:
Financial Services Professional Services Wealth Management
Founded:
2014-01-01
Status:
Active
Contact:
(617) 340-8425
Email Addresses:
[email protected]
Technology used in webpage:
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Current Employees Featured
Founder
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2024-06-20 | Vecna Robotics | Proficio Capital Partners investment in Series C - Vecna Robotics | 40 M USD |
| 2022-01-26 | Vecna Robotics | Proficio Capital Partners investment in Series C - Vecna Robotics | 65 M USD |
| 2017-10-17 | Renew Energy Partners | Proficio Capital Partners investment in Venture Round - Renew Energy Partners | 40 M USD |
| 2015-03-01 | BOND | Proficio Capital Partners investment in Seed Round - BOND | N/A |
More informations about "Proficio Capital Partners"
People - Proficio Capital Partners
At Proficio we believe the key to a world class organization is having great people focusing on producing highly customized thoughtful solutions for our clients. Our senior leaders have world …See details»
Proficio Capital Partners - Crunchbase
Proficio Capital Partners builds bespoke portfolios utilizing institutional backgrounds and experience in financial markets to provide a comprehensive and integrated dynamic plan for families complete financial affairs, including …See details»
Our Characteristics - Proficio Capital Partners
Proficio Capital Partners - Contacts, Employees, Board Members ...
Proficio Capital Partners has 6 current employee profiles, including Founder, Chief Investment Officer & Partner Bob Haber. Contacts. Edit Contacts Section. Job Department. Protected …See details»
Proficio Capital Partners LLC (Newton) | Adviser Rankings - wallmine
Proficio Capital Partners LLC is a large advisory firm based in Newton. It manages $827.8 million of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser …See details»
Proficio Capital Partners LLC - Company Profile and News
Proficio Capital Partners LLC operates as an investment management firm. The Company provides estate planning, risk management, administrative, and reporting services.See details»
Proficio Capital Partners - Funding, Financials, …
Proficio Capital Partners has raised a total of $33.5M across 2 funds, their latest being Proficio Alternative Opportunities Fund LP. This fund was announced on Aug 20, 2020 and raised a total of obfuscatedSee details»
What We Do - Proficio Capital Partners
[twocol_one]PROFICIO CAPITAL PARTNERS serves as the central point of tax efficient investing and wealth preservation for its family members. PROFICIO CAPITAL PARTNERS looks at the world of investment returns through a …See details»
PROFICIO CAPITAL PARTNERS LLC - Dun & Bradstreet
Proficio capital partners llc. d&b business directory home / business directory / finance and insurance / securities, commodity contracts, and other financial investments and related …See details»
Matthew Wosk - Proficio Capital Partners, LLC | LinkedIn
Matthew is a founder, partner, and Chief Executive Officer (CEO) of Proficio Capital… · Experience: Proficio Capital Partners, LLC · Education: Harvard Business School · Location: Greater ...See details»
Proficio Capital Partners - Investments, Portfolio & Company Exits
Jun 20, 2024 Proficio Capital Partners has had . obfuscated. obfuscated. exit, which was BOND. Which industries has this organization had the most exits in? Show . BOND BOND is a mobile …See details»
Proficio Capital Partners LLC - AUM 13F
Track the AUM, funds, and holdings for Proficio Capital Partners LLC over time. View the latest funds and 13F holdings. Compare against similar firms.See details»
Direct Investments - Proficio Capital Partners
Through our expansive global network, Proficio families gain access to exclusive equity, debt, and alternative private and direct investment opportunities. Similar to all of our investments, …See details»
Bob Haber - Proficio Capital Partners
Bob is a founder, partner and Chief Investment Officer (CIO) of Proficio Capital Partners. Bob leads Proficio’s Investment Committee splitting his time on both public and private investment …See details»
PROFICIO CAPITAL PARTNERS LLC - WhaleWisdom.com
Proficio Capital Partners is based out of Newton. Proficio Capital Partners is a hedge fund with 137 clients and discretionary assets under management (AUM) of $2,574,782,484 (Form ADV …See details»
Proficio Capital Partners - Updates, News, Events, Signals & Triggers
Proficio Capital Partners invests in seed to late-stage companies in logistics, robotics, and supply chain management, focusing on software, hardware, and science and engineering, primarily in …See details»
Matthew Wosk - Proficio Capital Partners
Matthew is a founder, partner, and Chief Executive Officer (CEO) of Proficio Capital Partners. Matthew serves on the firm’s investment committee where he splits his time on both public and …See details»
Bob Haber - Founder, Chief Investment Officer & Partner
Bob Haber is a founder, partner, and Chief Investment Officer of PROFICIO CAPITAL PARTNERS. Bob was most recently the CEO and CFO of Haber Trilix Advisors. Previously, …See details»