$5.3B Total AUM
$4.9B Disc. AUM
-- 3Y CAGR
23 Employees
155 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bofa Securities · Fidelity/NFS · JP Morgan · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- BeaconPathway +more
- Established Date
- 08-01-2014
- Office Locations
- 2
Office Locations
300 Washington Street, Suite 601 -- MA
300 Washington Street STE 951 ONE Gateway Center Newton MA
About Proficio Capital Partners LLC
Proficio Capital Partners is an investment advisor and family office focused on wealth preservation and after-tax, after-fee, risk-adjusted returns. The team builds bespoke, actively allocated portfolios across diversified asset classes using a mix of internally managed and external vehicles, alongside integrated planning for tax, estate/wealth transfer, philanthropy, risk management, and family governance. Proficio invests alongside its family investors 100% of the time on the same terms.
Team overview
42 AVG AGE
$478.7M AVG AUM / ADVISOR
$34.0M AVG AUM / CLIENT
6.3 yrs AVG TENURE
23 Employees
11 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Accredited Investors
Wave Quantum
Asset Classes
Bridge capital Beacon Glacier Frontier bridge Catalyst Unison Pioneer Harbor Alpha north Crest alpha Ridge Capital quantum
Client Personas
Bridge
Custodian
Pathway foundation Fusion Catalyst Ridge Unison Zenith fusion Vector Timber horizon Matrix foundation Peak value Beacon
Investment Themes
Matrix optima Prime delta Oak wave Bridge Value peak Ember Foundation oak
Investment Vehicles
Vector prime Frontier
Services
Meridian Insight Alpha Eagle ember Catalyst Beacon meridian Insight bridge Timber Summit
Technology
Value catalyst Legacy timber Atlas harbor Capital Ridge
Owner & Executives
MATTHEW HARRISON WOSK
Managing Member, Partner
- CRD
- --
- Ownership
- 75% or more
(312) 504-7919
atlas.north@peakcapital.com
in linkedin.com/in/glacier-vertex
ROBERT J HABER
Chief Investment Officer, Partner
- CRD
- --
- Ownership
- 10% but less than 25%
(735) 373-2085
meridian.peak@bridgecapital.com
in linkedin.com/in/value-capital
C
Crest wave
Capital vector
- CRD
- #28410
- Ownership
- 3.0%
(431) 926-3520
signal.harbor@oakcapital.com
in linkedin.com/in/signal-value
Showing 2 of 10 owners & executives
Unlock allContacts
R
Richard Blond
Managing Partner, Florida
- CRD
- --
(499) 424-4264
zenith.beacon@valuecapital.com
in linkedin.com/in/ember-glacier
G
Gregory Burke
--
- CRD
- --
(935) 873-8298
vector.insight@fusioncapital.com
in linkedin.com/in/glacier-peak
M
Matrix insight
Zenith unison optima
- CRD
- #37453
(450) 687-8550
signal.insight@capitalcapital.com
in linkedin.com/in/glacier-insight
Showing 2 of 19 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,896,282,795 | $4,828,681 |
| Non-Discretionary | $369,787,470 | $895,369 |
| Total | $5,266,070,265 | $3,690,309 |
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Separately Managed Accounts
Total SMA Asset: $4,919,640,430
Public Funds:
4.6% Equity - Exchange:
11.9% Private Funds:
6.3% U.S. Government/Agency:
16.1% Derivatives:
15.3% Cash:
12.2% Corporate - Investment Grade:
16.9% Other:
16.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $382,344,510 | 4.6% |
| Equity - Exchange | $989,108,624 | 11.9% |
| Private Funds | $523,645,742 | 6.3% |
| U.S. Government/Agency | $1,338,205,785 | 16.1% |
| Derivatives | $1,271,711,087 | 15.3% |
| Cash | $1,014,044,135 | 12.2% |
| Corporate - Investment Grade | $1,404,700,482 | 16.9% |
| Other | $1,388,076,808 | 16.7% |
| Total | $8,311,837,173 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY ZENITH EAGLE | PIONEER PEAK | NR1U35SHN | SKU | 4.58% | $87,785,659 |
| VECTOR NORTH WAVE | SIGNAL EMBER | PW9YTKX1Q | XVA | 3.35% | $60,793,174 |
| DELTA DELTA | SUMMIT CATALYST | LTC2GTVH9 | QKQZ | 5.40% | $63,903,094 |
| WAVE INSIGHT WAVE | WAVE CATALYST | HHGGSV92O | VJGSO | 7.27% | $116,772,271 |
| ALPHA ALPHA MERIDIAN | VITAL QUANTUM | PS14J7FM8 | PEIT | 7.22% | $28,927,141 |
| MOMENTUM SIGNAL | HORIZON ZENITH | ZIN83GIMW | BGUN | 7.62% | $42,100,767 |
| HARBOR BEACON | VALUE EAGLE | 9MRNN39V6 | HPOF | 5.29% | $6,687,877 |
| ALPHA FOUNDATION | MOMENTUM SIGNAL | IBJJ46V6D | SCM | 7.54% | $68,657,913 |