Proficio Capital Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newton, MA. Its latest Form ADV filing, dated April 27, 2026, reports $5.3B in regulatory assets under management, 23 employees, 1 office, and 1,427 accounts.
Assets Under Management
$5.3B
Employees
23
Offices
1 office
Total Clients
155
Primary office
NEWTON, MA
300 WASHINGTON STREET STE 951, ONE GATEWAY CENTER, NEWTON, MA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 89.0% of total clients.
Top client categories% of clientsClients
1
HNWI
89.0%
138
2
Pooled Investment Vehicles
5.8%
9
3
Other Advisers
3.9%
6
4
Investment Cos.
0.6%
1
5
Corporations
0.6%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.3Bas of April 27, 2026
Discretionary93.0%
$4.9B
93% of total RAUM93.0%
Non-discretionary7.0%
$370M
7% of total RAUM7.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.3B
Total Accounts1,427
10Y AUM Change+$4.6B (+686.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee7:1
10Y Employee Change+17 (+283.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.