Proficio Capital Partners

What Proficio Capital Partners does

Proficio Capital Partners is a multi-family office and SEC-registered investment adviser founded in 2014, headquartered in Newton, Massachusetts, with a regional office in Miami, Florida. The firm delivers a "Holistic Family Office" solution to ultra-high-net-worth families, integrating investment management, estate and tax planning, multi-generational wealth transfer, philanthropy, risk management, administrative/bill-pay services, and family governance. The core technology stack is Addepar for consolidated portfolio reporting and client portal access, supplemented by a proprietary "Fire Drill" scenario analysis tool for evaluating family tax-regime exposures and a Consolidated Statement of Net Worth reporting workflow.

Proficio builds bespoke portfolios using a mix of internally and externally managed vehicles, including several proprietary commingled funds (Proficio Alternatives Opportunity Fund, Proficio Long Term Alternatives Series, Proficio Dynamic Balanced Fund, Proficio Capital Strategic Opportunities IDF) and a roster of direct investments spanning farmland, cold storage, mineral and water rights, parking, dry bulk shipping, sports franchises, and green-energy infrastructure. In January 2026 the firm co-launched the Bitwise Proficio Currency Debasement ETF (BPRO) on NYSE with Bitwise Asset Management, its first publicly distributed product.

The business model is fee-based advisory: revenue is generated primarily through investment advisory fees on managed assets and family-office service fees, priced bespoke and billed on a recurring basis, with multi-year engagements. The firm operates as a fiduciary, with partners required to invest alongside clients on identical terms. Client acquisition is relationship-driven — leveraging senior leaders' Wall Street pedigrees (Goldman Sachs, Credit Suisse, Fidelity, Wellington Management), Forbes/Bloomberg Radio thought leadership from CIO Bob Haber, Financial Times 300 Top RIA recognition (2018–2020), and direct referrals within the UHNW segment. There is no disclosed revenue, AUM, or external funding.

Name

Proficio Capital Partners

Legal name

Proficio Capital Partners LLC

Website

https://proficiocap.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Proficio Capital Partners is a Newton, MA-based multi-family office and SEC-registered investment adviser that provides bespoke investment management, wealth planning, and family office services to ultra-high-net-worth families across the Northeast and South Florida.

Ownership category

akta.pro rank

Product category

Multi-Family Office & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (525920), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282), Investors, Nec (6799), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industries

Family Office Services (Single & Multi-Family Office) (FSABADAF), Estate Planning, Trust Structuring & Governance (FSAAADAF), Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD), Private Capital Introducers (PE/VC/Private Credit) (FSAEAMAE)

Keywords

• Multi-family office
• Wealth management advisory
• Private investment management
• Family office services
• Registered investment adviser

Headquarters

HQ city

Newton

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Fees: Proficio operates as a registered investment advisor providing personalized investment management and family office services to ultra-high-net-worth families. Revenue is generated through advisory fees charged for investment management, wealth planning, and family office services. The firm is a fiduciary to its clients and proactively safeguards client assets.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Proficio Capital Partners is a multi-family office and SEC-registered investment adviser that delivers comprehensive, high-touch wealth management and family office services to ultra-high-net-worth (UHNW) families. The firm provides investment management, direct private investments, customized commingled products, and holistic family office solutions including estate planning, tax planning, administrative services, risk management, and family governance. Partners invest alongside client families on identical terms to align interests.

Product overview

Proficio Capital Partners is a family office and investment advisory firm offering a unified platform of wealth management services. The core offering comprises Holistic Family Office Solutions, Direct Investments, and Customized Commingled Products. The firm manages several proprietary funds including the Proficio Alternatives Opportunity Fund, Proficio Long Term Alternatives Series, Proficio Dynamic Balanced Fund, and Proficio Capital Strategic Opportunities IDF. Additionally, in January 2026, Proficio partnered with Bitwise to launch the Bitwise Proficio Currency Debasement ETF (BPRO), an actively managed ETF targeting assets that benefit from fiat currency debasement.

Differentiator

Problem solved

Functional benefit

Brands

• Proficio Alternatives Opportunity Fund: A fund designed to generate competitive risk-adjusted returns through diversified alternative assets including volatility trading, global macro, equity market neutral, merger/convert arb, credit long/short and managed futures.
• Proficio Long Term Alternatives Series
• Proficio Dynamic Balanced Fund
• Proficio Capital Strategic Opportunities IDF

Products and services

• Holistic Family Office Solution Comprehensive integrated solution for UHNW families covering investment management, estate planning, tax planning, administrative services, risk management, and family governance. Proficio acts as the 'quarterback' of the family's expert advisory team, coordinating with estate, insurance, and tax professionals.
• Direct Investments Exclusive equity, debt, and alternative private and direct investment opportunities across sectors including agricultural farmland, cold storage, green energy infrastructure, mineral rights, opportunity zones, real estate, sports franchises, and water rights, sourced through the firm's global network.
• Customized Commingled Products Customized portfolios providing unique solutions across multiple asset classes and strategies, designed to deliver specific investment opportunities and return profiles for UHNW families.
• Proficio Alternatives Opportunity Fund Fund designed to generate competitive risk-adjusted returns through diversified alternative assets including volatility trading, global macro, equity market neutral, merger/convert arb, credit long/short, and managed futures.
• Proficio Long Term Alternatives Series Series delivering unique equity-like return profiles through investments uncorrelated to capital markets, diversified across music royalties, litigation finance, life settlements, pharmaceutical royalties, carbon credits, and agriculture.
• Proficio Dynamic Balanced Fund Multi-asset portfolio vehicle investing in both internally and externally managed assets including equities, bonds, alternatives, hedge funds, mutual funds, liquid alternatives, structured products, derivatives, futures, and VC/PE vehicles.
• Proficio Capital Strategic Opportunities IDF Highly diversified and actively managed multi-asset portfolio fund generating competitive risk-adjusted returns through equities, bonds, alternatives, hedge funds, mutual funds, structured products, derivatives, futures, and VC/PE vehicles; structured as an Insurance Dedicated Fund.
• Bitwise Proficio Currency Debasement ETF (BPRO) Actively managed ETF providing combined exposure to bitcoin, gold, silver, precious metals, and mining equities as a hedge against fiat currency debasement, with a minimum 25% gold allocation and 0.96% expense ratio, launched on NYSE in partnership with Bitwise Asset Management.

Named customers2 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Bitwise Asset ManagementcoreStrategic or Co-development Partner · 22 January 2026Bitwise and Proficio Capital Partners co-launched the Bitwise Proficio Currency Debasement ETF (BPRO) on NYSE. The ETF provides exposure to assets that benefit from fiat currency debasement including bitcoin, gold, silver, precious metals, and mining equities. Bitwise contributes $15 billion in crypto expertise while Proficio contributes $5 billion in precious metals experience. The fund maintains at least 25% exposure to gold with a 0.96% expense ratio.

Scale indicators3 records

Recent moves10 records

Expansion highlights6 records

Direct peers

• TwinFocus Capital Partners: Multi-family office serving UHNW families with comprehensive wealth management, investment advisory, and family office services — directly comparable to Proficio in target client, service mix, and Boston-area footprint. Notably, Proficio's Taylor Topakov previously served as Associate Director on TwinFocus's Family Office Management Team.
• Cresset Asset Management: Multi-family office and private investment firm serving UHNW families and individuals with holistic wealth management, direct investing, and family office services. Comparable to Proficio in client segment, integrated service model, and direct-investment orientation.
• Sand Hill Global Advisors: Multi-family office serving ultra-wealthy families with investment management, financial planning, and family office services. Closely comparable to Proficio in target clientele (UHNW/emerging wealth families) and holistic family office positioning.
• Pitcairn: Multi-family office with roots as a single-family office serving HNW families with investment management, trust services, and multi-generational planning. Comparable to Proficio in fiduciary orientation, multi-generational focus, and direct investment capabilities.
• Gresham Partners: Multi-family office providing integrated investment, wealth planning, and family office services to UHNW families. Comparable to Proficio in client segment, holistic service offering, and emphasis on direct/co-investment opportunities.

Broad incumbents

• Bessemer Trust: One of the largest multi-family offices in the U.S., serving UHNW families with comprehensive wealth management, trust, and investment services. Significantly larger and broader than Proficio, but directly overlapping in UHNW multi-family office positioning.
• Focus Partners Wealth: National wealth management platform serving HNW/UHNW clients with investment advisory and family office services, formed via roll-up acquisitions. Comparable to Proficio in RIA services and UHNW client focus, but operates at materially greater scale and with multi-channel distribution.
• BNY Mellon Wealth Management: Large incumbent wealth manager offering investment management, trust and estate services, and family office solutions to UHNW clients. Overlaps with Proficio across core RIA and trust services but at vastly greater scale and with broader product capabilities.
• Goldman Sachs Private Wealth Management: Private wealth division of a major investment bank serving UHNW individuals and families with investment advisory, capital markets access, and holistic wealth services. Multiple Proficio partners (Wosk, Sussman, Blond) are Goldman alumni, underscoring direct overlap in clientele and capability mix.

Emerging players

• Pathstone: Independent, partner-owned RIA serving UHNW families and family offices with investment advisory, family office services, and direct/private investments. Comparable to Proficio in independent ownership, direct investing, and family office orientation, though somewhat larger and broader in geography.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/proficio-capital-partners
• Xx.com/proficiocap

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments4 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Proficio Capital Partners