RIA Intel›Advisers›Massachusetts›PROFICIO CAPITAL PARTNERS LLC

PROFICIO CAPITAL PARTNERS LLC

Advisory

N·NEWTON, MA

Data as of Apr 27, 2026 · Source: SEC Form ADV

Total AUM

$5.3B

1-Year AUM Growth

-5.8%

3-Year CAGR

+8.0%

Employees

11

Assets Under Management

Total AUM$5.3B

Discretionary AUM$4.9B

Non-Discretionary AUM$370M

Discretionary %93%

Total Clients145

Team

Total Employees11

Investment Advisers23

Employee Growth (1Y)—

Filing History

Total Filings on Record23

First FilingJul 27, 2015

Latest FilingApr 27, 2026

🔒 Full AUM trend chart and 23 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PROFICIO CAPITAL PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.