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"
Proficio Capital Partners - Crunchbase Investor Profile & Investments
Proficio Capital Partners builds bespoke portfolios utilizing institutional backgrounds and experience in financial markets to provide a comprehensive and integrated dynamic plan for …See details»
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»
Our Characteristics - Proficio Capital Partners
Proficio Capital Partners, LLC - LinkedIn
Proficio Capital Partners is a multi-family office located in Newton, Massachusetts founded in 2014. Utilizing our institutional backgrounds and experience in financial markets, the Firm builds ...See details»
Proficio Capital Partners Review 2025 - AdvisorSearch.org
Feb 18, 2025 Proficio Capital Partners, registered in 2015, serves 25 state(s) with a licensed staff of 1 advisors. Proficio Capital Partners manages $3.0 billion and provides investment …See details»
Proficio Capital Partners | Institution Profile | PERE
300 Washington Street, Suite 951, Newton, 02458, United States Showing 1 of 2 Proficio Capital Partners offices Contacts. Name Job title Location Email; Mr. Bob Haber. Job title Founder, …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»
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 - 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»
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»
Proficio Capital partners - Company Database - Wall Street Oasis
Proficio Capital Partners, LLC is a MFO (Multi-Family Office), in which they serve as a high-touch manager of both liquid and illiquid financial assets operating with high transparency to family …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 - Funding, Financials, Valuation
Proficio Capital Partners has raised 2 funds, their latest being Proficio Alternative Opportunities Fund LP. This fund was announced on Aug 20, 2020 and raised a total of . obfuscated. …See details»
Proficio Capital Partners - PitchBook
Proficio Capital Partners was established in 2014 and is headquartered in Newton, Massachusetts. Proficio is a manager of both liquid and illiquid financial assets operating …See details»
Proficio Capital Partners, LLC Overview - SignalHire
Organization Website: proficiocap.com : Contact Email [email protected] Phone Number: 617-340-8425: Proficio Capital Par... industries Finance: Headquarters Location: One Gateway Center, …See 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 …See details»
Proficio Capital Partners LLC Purchases Shares of ... - ETF Daily News
19 hours ago Proficio Capital Partners LLC acquired a new stake in Northern Trust Co. (NASDAQ:NTRS – Free Report) in the 4th quarter, Holdings Channel.com reports. The …See details»
Proficio Capital Partners - Overview, News & Similar ... - ZoomInfo
Mar 8, 2021 Who is Proficio Capital Partners. Proficio Capital Partners is a company that operates in the Financial Services industry. It employs 11-20 people and has $1M-$5M of …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»