PROFICIO CAPITAL PARTNERS

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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.

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PROFICIO CAPITAL PARTNERS

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Industry:
Financial Services Professional Services Wealth Management

Founded:
2014-01-01

Status:
Active

Contact:
(617) 340-8425

Email Addresses:
[email protected]

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Current Employees Featured

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Bob Haber
Bob Haber Founder, Chief Investment Officer & Partner @ Proficio Capital Partners
Founder, Chief Investment Officer & Partner
2015-01-01

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Justin Sussman
Justin Sussman COO and Partner @ Proficio Capital Partners
COO and Partner
2015-09-01

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Matthew Wosk
Matthew Wosk Co-Founder, Partner and CEO @ Proficio Capital Partners
Co-Founder, Partner and CEO

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Sheldon Hanau
Sheldon Hanau Chief Strategy Officer @ Proficio Capital Partners
Chief Strategy Officer
2019-02-01

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Lauren Maughan Denklau
Lauren Maughan Denklau Partner and CAO @ Proficio Capital Partners
Partner and CAO
2016-01-01

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Sheldon Hanau
Sheldon Hanau Partner and CSO @ Proficio Capital Partners
Partner and CSO

Founder


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Bob Haber

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Justin Sussman

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Lauren Maughan Denklau

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Matthew Wosk

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Sheldon Hanau

Investments List

Date Company Article Money raised
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

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