PC
PROFICIO CAPITAL PARTNERS LLC
SEC RegisteredNEWTON, MAhttps://proficiocap.com617-340-8425
Assets Under Management
$5B–$25B
Employees
23
Office Locations
2 offices
Total Accounts
1427
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingState/Municipal
Services
Private funds / alternatives
Venture CapitalReal Estate
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 138 | $4.4B |
| Pension/Profit Sharing Plans | 9 | $346M |
| Insurance Companies | 6 | — |
0 total clients reported on Form ADV.
Leadership
Matthew Harrison Wosk
MANAGING MEMBER
Peter Walter Kronberg
GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER
Robert J Haber
MANAGING MEMBER
Justin Thompson Sussman
CHIEF OPERATING OFFICER/PARTNER
Office locations
2 offices in 2 states
MA
NEWTONHQ
FL
MIAMI
Regulatory & compliance
CRD number
#269931
SEC Number
801-106483
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
proficiocap.comPhone
617-340-8425Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PROFICIO CAPITAL PARTNERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.