The PROFICIO CAPITAL PARTNERS is a privately held investment adviser that advises $5.27Bn in regulatory assets under management held in 4 SEC fund types across 6 investment strategies. PROFICIO CAPITAL PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 122.9% over the last 5-years.
The Group has been registered with the SEC for 11.01 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 300 WASHINGTON STREET STE 951 ONE GATEWAY CENTER, NEWTON, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 23 employees comprised of 11 investment and 12 non-investment staff. The total number of Employees increased by 64.29% over the last 5-years.
Their $5.27Bn in assets advised are owned by 10 private funds, 1 public fund and BDCs and 7 other accounts. Assets of High Net Worth Individuals clients own $4.38Bn or 83.22% of Total Assets and Corporations or Other Businesses own $485.52mn or 9.22% of Total Assets.
The Group's top investment strategies include Multi Strat, Long/Short Equity and Real Estate, representing 55.29%, 25.37% and 14.8% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $13.42mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
PROFICIO CAPITAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.