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Family Office - Multi • Newton, United States

Proficio Capital Partners

Proficio Capital Partners is a family office - multi based in Newton, United States, founded in 2014. Verified contact details, AUM data, and investment preferences on FindLPs.

$2.0B
Assets Under Mgmt
2014
Year Founded
Family Office - Multi
Investor Type
Newton, United States
Headquarters
About

Proficio Capital Partners

Proficio Capital Partners is a multi-family office based in Newton, Massachusetts. Established in 2014, the firm offers its services to high-net-worth families and individuals who are not related to Proficio's senior management. The firm provides sub-advisory services to privately placed, insurance-dedicated investment funds as well as to Canadian investment advisors. We offer comprehensive and integrated dynamic plan for our 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.

Investment Focus

What Proficio Capital Partners Invests In

Investment types: Buyout, Private Equity, Growth/Expansion, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage

Sectors & themes: Debt Management, ETFs, Retirement Planning, Legal & Tax Services, Trust Management, Wealth & Estate Planning, Equity/Mutual Funds, Investment Management Finance, Financial Services, Traditional Investments (Liquid Assets)

Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States

Location: 300 Washington Street\nSuite 601\nNewton\nMassachusetts\n02458\nUnited States

Contact Proficio Capital Partners

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.