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.
Unlock mandates & allocation signals
See Proficio Capital Partners, LLC's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Other · $3.5bn AUM
Proficio Capital Partners
North America, United States
Proficio Capital Partners is a Newton, MA-based multi-family office and registered investment advisor. Established in 2014, the firm invests and manages the wealth of a select group of high-net-worth individuals and families.
Family Office
Fiduciary Wealth Partners
Newton, United States
Fiduciary Wealth Partners is a Newton, MA-based investment advisory firm specializing in holistic wealth counseling and integrated wealth planning. With a focus on transparency and simple investment alternatives, they cater to family office governance and liquidity management, serving clients seeking comprehensive financial solutions.
Other
Provenio Capital
California, United States
Provenio Capital is a Newport Beach, California-based holistic wealth management and advisory firm founded in 2016. It specializes in alternative investments including hedge funds, private equity, venture capital, and real estate, focusing on tax-efficient, diversified portfolio strategies for ultra-high-net-worth clients.
Family Office
Providence Capital NV
—
Providence Capital, a Netherlands-based multi-family office established in 2005, provides tailored wealth management and investment services with a focus on private markets. They emphasize diversification, risk management, and personalized strategies for families, entrepreneurs, and charitable institutions.
Family Office
Compound Family Office
Sarasota, FL, United States
Compound Family Offices is a Florida-based multi-family office engaged in private equity and private real estate investments. The firm focuses on strategically managing financial assets for ultra-wealthy families, emphasizing tailored investment strategies and legacy planning.
Family Office
Providence Family Offices
Florida, United States
Providence Family Offices is a Tampa, Florida-based multi-family office founded in 2008, specializing in fiduciary services and virtual family office solutions. It focuses on private wealth administration without a stated real estate investment emphasis.