Mandate & appetite
- Preferred strategies
- Opportunistic, Value AddValue Add
- Target geographies
- Us & Canada
- Typical ticket
- $5m–$25m
- AUM
- 2 B - 5 B
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Proficio Capital Partners, founded in 2014 and based in Newton, Massachusetts, is a multi-family office specializing in comprehensive wealth management, including investment management, estate planning, philanthropy, and multi-generational family governance. The firm emphasizes personalized service for family investors.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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