Proficio Capital Partners
Proficio Capital Partners is a multi-family office headquartered in Newton. Founded in 2014, its wealth originates from the investment-management success of founders Bob Haber, a former Fidelity fund manager, and Matthew Wosk, a former Credit Suisse and...
Proficio Capital Partners
Proficio Capital Partners is a multi-family office headquartered in Newton. Founded in 2014, its wealth originates from the investment-management success of founders Bob Haber, a former Fidelity fund manager, and Matthew Wosk, a former Credit Suisse and Goldman Sachs banker . The office oversees both liquid and illiquid assets for multiple affluent families, providing tax-efficient portfolio construction, estate planning, and governance support—delivers integrated wealth-preservation strategies.
General information
Firm type
Multi Family Office
Year founded
2014
AUM
—
Location
Region
North America
Country
—
City
Newton
Corporate office
300 Washington Street Suite 951
Frequently asked questions
What is Proficio Capital Partners?
Proficio Capital Partners is a multi family office headquartered in Newton.
When was Proficio Capital Partners founded?
Proficio Capital Partners was founded in 2014.
Where is Proficio Capital Partners headquartered?
Proficio Capital Partners is headquartered in Newton, in the North America region.
What does Altss track for Proficio Capital Partners?
Altss maintains an OSINT-verified profile of Proficio Capital Partners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Proficio Capital Partners's website?
Proficio Capital Partners's public website is proficiocap.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Proficio Capital Partners?
Proficio Capital Partners is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Proficio Capital Partners?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Proficio Capital Partners?
Proficio Capital Partners's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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