PROFICIO CAPITAL PARTNERS LLC
CRD #269931 SEC #801-106483 NEWTON, MA 617-340-8425
SEC Registered Private Funds
Total AUM
$4B
Discretionary
$3.6B
Employees
21
Clients
--
Accounts
1,302
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $4B | $3.6B | $420.7M | 21 | 0 |
| Jun 2025 | $4B | $3.6B | $420.7M | 21 | 0 |
| Mar 2025 | $3.6B | $3.1B | $473.5M | 21 | 0 |
| Apr 2024 | $3B | $2.6B | $399.8M | 18 | 0 |
| Mar 2024 | $3.4B | $3B | $399.3M | 18 | 0 |
| Sep 2023 | $3.3B | $2.9B | $374.9M | 16 | 0 |
| Jun 2023 | $3.2B | $2.9B | $231.7M | 16 | 0 |
| May 2023 | $3.2B | $2.9B | $231.7M | 16 | 0 |
| Mar 2023 | $3.2B | $2.9B | $231.7M | 16 | 0 |
| May 2022 | $2.9B | $2.6B | $222.2M | 16 | 0 |
| Mar 2022 | $2.9B | $2.6B | $222.2M | 16 | 0 |
| Mar 2021 | $2.4B | $2.2B | $140.5M | 14 | 0 |
| Aug 2020 | $2B | $1.9B | $117.2M | 12 | 0 |
| May 2020 | $1.1B | $991M | $101M | 10 | 0 |
| Mar 2020 | $1.1B | $991M | $101M | 10 | 0 |
| Mar 2019 | $827.8M | $782.8M | $45M | 10 | 0 |
| Dec 2018 | $830.4M | $803.6M | $26.7M | 9 | 0 |
| Jun 2018 | $837.1M | $700.4M | $136.6M | 9 | 0 |
| Feb 2018 | $837.1M | $700.4M | $136.6M | 9 | 0 |
| Mar 2017 | $670M | $500M | $170M | 6 | 11 |
| Feb 2017 | $670M | $500M | $170M | 6 | 11 |
| May 2016 | $374M | $374M | $0 | 5 | 11 |
| Mar 2016 | $374M | $374M | $0 | 5 | 11 |
| Jan 2016 | $368M | $368M | $0 | 5 | 11 |
| Sep 2015 | $291M | $291M | $0 | 5 | 11 |
| Jul 2015 | $291M | $291M | $0 | 4 | 11 |
DateAug 2025
Total AUM$4B
Discretionary$3.6B
Non-Disc.$420.7M
Employees21
Clients0
DateJun 2025
Total AUM$4B
Discretionary$3.6B
Non-Disc.$420.7M
Employees21
Clients0
DateMar 2025
Total AUM$3.6B
Discretionary$3.1B
Non-Disc.$473.5M
Employees21
Clients0
DateApr 2024
Total AUM$3B
Discretionary$2.6B
Non-Disc.$399.8M
Employees18
Clients0
DateMar 2024
Total AUM$3.4B
Discretionary$3B
Non-Disc.$399.3M
Employees18
Clients0
DateSep 2023
Total AUM$3.3B
Discretionary$2.9B
Non-Disc.$374.9M
Employees16
Clients0
DateJun 2023
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$231.7M
Employees16
Clients0
DateMay 2023
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$231.7M
Employees16
Clients0
DateMar 2023
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$231.7M
Employees16
Clients0
DateMay 2022
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$222.2M
Employees16
Clients0
DateMar 2022
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$222.2M
Employees16
Clients0
DateMar 2021
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$140.5M
Employees14
Clients0
DateAug 2020
Total AUM$2B
Discretionary$1.9B
Non-Disc.$117.2M
Employees12
Clients0
DateMay 2020
Total AUM$1.1B
Discretionary$991M
Non-Disc.$101M
Employees10
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$991M
Non-Disc.$101M
Employees10
Clients0
DateMar 2019
Total AUM$827.8M
Discretionary$782.8M
Non-Disc.$45M
Employees10
Clients0
DateDec 2018
Total AUM$830.4M
Discretionary$803.6M
Non-Disc.$26.7M
Employees9
Clients0
DateJun 2018
Total AUM$837.1M
Discretionary$700.4M
Non-Disc.$136.6M
Employees9
Clients0
DateFeb 2018
Total AUM$837.1M
Discretionary$700.4M
Non-Disc.$136.6M
Employees9
Clients0
DateMar 2017
Total AUM$670M
Discretionary$500M
Non-Disc.$170M
Employees6
Clients11
DateFeb 2017
Total AUM$670M
Discretionary$500M
Non-Disc.$170M
Employees6
Clients11
DateMay 2016
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees5
Clients11
DateMar 2016
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees5
Clients11
DateJan 2016
Total AUM$368M
Discretionary$368M
Non-Disc.$0
Employees5
Clients11
DateSep 2015
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees5
Clients11
DateJul 2015
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees4
Clients11