Proficio Capital Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$7,177,874,367
Clients
143
Advisors
3
of 25 employees
About
Proficio Capital Partners provides discretionary portfolio management to high‑net‑worth individuals and families, foundations, endowments, businesses and institutional clients, and also acts as a sub‑advisor to other investment advisers, privately placed insurance‑dedicated funds and a registered investment company. The firm sponsors and manages private pooled investment vehicles and generally does not offer standalone financial planning or serve non‑high‑net‑worth retail clients, and it typically requires materially large initial commitments from new advisory clients.
The firm’s investment process centers on a firm‑level core portfolio available in conservative, growth, aggressive and client‑customized versions that portfolio managers adapt to each client’s tax situation, legacy holdings and risk tolerance using quantitative analytics, fundamental research and technical analysis. Proficio supplements core allocations with derivative hedges, structured notes and selected illiquid investments, sources digital‑asset exposure mostly through pooled vehicles or ETFs, and uses AI tools to support research and cybersecurity while retaining human oversight for investment decisions.
Distinctive features include Proficio’s active role as sponsor and manager of Private Funds (both single‑investment and multi‑investment vehicles), its provision of portfolio management for pooled vehicles, and the use of performance‑based fee arrangements in certain fund share classes and bespoke client engagements. The firm maintains a family‑office origin in its governance—requiring partner or partner‑family investment alongside clients in core offerings—provides certain custody and bill‑pay services subject to surprise audits, and discloses extensive due diligence and valuation processes for illiquid holdings.
Client services
Expertise
Occupation focus
Fee options
Fixed fees up to $1,500,000 per year; oversight fees up to $500,000 per year
Performance/incentive fees up to 10% on net realized and unrealized capital appreciation for Private Funds; up to 10% annual incentive fees on net new profits for certain insurance dedicated fund share classes; special services clients may pay sliding fees from 0% to 1.5% based on portfolio returns
Account minimum: $20,000,000 Minimum fee: Fixed annual fee up to $1,500,000 depending on services and assets under management; oversight fee on unmanaged assets can be up to $500,000 per year
Main office
300 Washington Street Ste 951, One Gateway Center
Newton MA 02458-1655
Advisors at this office
3
Most active in
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Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Meghan D
Series 63, Series 65
Newton, MA
Proficio Capital Partners LLC
Meghan Daily is a financial advisor at Proficio Capital Partners LLC with 13 years of industry experience. She holds her Series 63 and Series 65 licenses. Her prior work includes roles at Mass Mutual Life Insurance Company, MML Investors Services, LLC, and Wellesley Asset Management. Proficio Capital Partners provides discretionary portfolio management to high-net-worth individuals, families, and institutional clients, focusing on customized core portfolios supplemented with derivative strategies, private funds management, and the use of advanced quantitative and AI tools.
Taylor K
CFP®, Series 65
Newton, MA
Proficio Capital Partners LLC
Taylor Kale is a CFP® and Series 65 credentialed advisor with five years of industry experience. He has worked at Bain Capital LP and Boston Family Advisors LLC before joining Proficio Capital Partners LLC, where he currently serves as an advisor. Proficio Capital Partners provides discretionary portfolio management to high-net-worth individuals, families, foundations, and institutional clients, managing private pooled investment vehicles and acting as a sub-advisor to other investment advisers and funds. The firm’s investment approach combines core portfolios tailored to client needs with quantitative analytics, fundamental research, technical analysis, and supplements these with derivative hedges, structured notes, and selected illiquid investments.
Peter K
Series 65
Newton, MA
Proficio Capital Partners LLC
Peter Kronberg is a financial advisor at Proficio Capital Partners LLC with 12 years of industry experience. He holds a Series 65 designation and has a background as a self-employed attorney serving design and software firm clients. Prior to his advisory role, he spent 13 years at Tufts University. Proficio Capital Partners provides discretionary portfolio management primarily to high-net-worth individuals, families, foundations, and institutional clients. The firm employs a core portfolio approach tailored to client needs using quantitative analytics, fundamental research, and technical analysis, and it actively manages private pooled investment vehicles.
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