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Proficio Capital Partners LLC
Proficio Capital Partners LLC is a multi-family office and investment adviser headquartered in Newton, Massachusetts. Founded by investment professionals with institutional backgrounds, the firm provides wealth management solutions, investment management, and comprehensive financial planning for ultra-high-net-worth families. The team applies an institutional framework to family office services, with a focus on creating bespoke portfolios and supporting all aspects of their clients' financial and administrative affairs. As of 2025, the firm employs 21 people and manages assets primarily for families, executives, and private investors.
Investment Strategy
Proficio Capital Partners employs an opportunistic and diversified investment approach, constructing highly customized portfolios across multiple asset classes using both internally and externally managed vehicles. The firm emphasizes wealth preservation, risk-adjusted after-tax returns, and transparent alignment with clients by investing alongside them on identical terms. Strategies include public and private investments, alternative assets, and dynamic asset allocation, supported by estate planning, philanthropic initiatives, tax and generational planning, and family governance. Their fiduciary framework is built on long-term relationships, best practices, and personalized client services tailored to each family's goals.
Latest 13F Filing Activity
Proficio Capital Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 429 equity positions with a total 13F market value of $2B. The fund increased holdings in PIMCO Etf TR, Ishares TR, Ishares Bitcoin Trust Etf among other positions. Proficio Capital Partners LLC reduced exposure to SPDR Series Trust, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (429)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IAU | ISHARES GOLD TR | 8.61% | $138.4M | 2,218,582 | $35.95 | $62.36 | +$5.3M |
V VOO | VANGUARD INDEX FDS | 8.00% | $128.7M | 226,536 | $473.98 | $568.03 | +$18.3M |
G GLD | SPDR GOLD TR | 6.85% | $110.1M | 2,354,770 | $288.57 | $304.83 | +$10.9M |
M MINT | PIMCO ETF TR | 4.77% | $76.7M | 762,785 | $100.47 | $100.54 | +$48.3M |
I IWV | ISHARES TR | 3.35% | $53.8M | 153,369 | $191.07 | $351.00 | +$4.5M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
G Gregory Burke | Partner | Portfolio Manager, Research Analyst | Boston, MA , United States | |
 | Chief Investment Officer | Brookline, MA , United States | |
 | Research Analyst | United States |
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