# Proficio Capital Partners

Proficio Capital Partners is a Multi Family Office based in Newton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Newton, United States
- **Region:** North America
- **Address:** Newton, MA, United States
- **Founded:** 2014
- **Assets under management:** 3977 (Altss estimate)
- **Website:** proficiocap.com
- **LinkedIn:** https://www.linkedin.com/company/proficio-capital-partners-llc

## Regulatory record

- **CRD number:** 269931
- **SEC file number:** 801-106483
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-27T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/269931

## About

Proficio Capital Partners began in 2014 when Bob Haber left Fidelity and Matthew Wosk left Goldman Sachs and Credit Suisse. Their prior roles in public markets and banking supplied the initial capital base that the office now stewards for several families. The office commits to early-stage, growth, and pre-IPO equity alongside private credit, hedge funds, infrastructure, and real estate. Confirmed holdings include positions in Vecna Robotics alongside Tiger Global Management. Additional exposures run through the Proficio Canadian Alternative Real Estate Fund, Bitwise Proficio Currency Debasement ETF, iShares Bitcoin Trust, and Permian Basin mineral rights. Activity spans North America and Europe. The firm employs an integrated team that handles portfolio construction, estate planning, and governance for its clients. It maintains memberships in the Palm Beach Hedge Fund Association and Boston CFA Society. Recent operational steps include continued management of physical gold vehicles such as Perth MINT Physical Gold ETF and SPDR Gold Shares alongside a dry-bulk shipping fleet. Proficio Capital Partners separates its investment book from the Justin Turner Foundation and The New England Center for Children, allowing the principals to pursue philanthropic mandates through distinct legal structures while the office itself remains focused on wealth preservation and direct co-investments.

## Sectors

- AgriTech & FoodTech
- ClimateTech
- Energy Transition & Renewables
- Mobility & Transportation
- Supply Chain & Logistics
- Healthcare Services
- Industrial Tech

## People

- Matthew Wosk — Founder
- Bob Haber — Founder

## Questions

### Who runs investment decisions at Proficio Capital Partners?

Bob Haber and Matthew Wosk set the investment mandate. Haber previously managed funds at Fidelity; Wosk worked at Credit Suisse and Goldman Sachs before founding the office in 2014.

### How does Proficio Capital Partners source proprietary deal flow?

The firm draws on relationships formed during the founders' careers at Fidelity, Goldman Sachs, and Credit Suisse. It also participates in co-investments such as the Vecna Robotics round with Tiger Global Management.

### Does Proficio Capital Partners participate in fund commitments or only direct deals?

The office uses both structures. It holds fund-of-funds positions and makes direct co-investments or SPVs in companies, real estate, and commodities.

### What investment stages does Proficio Capital Partners typically target?

The firm targets early-stage, growth, and pre-IPO opportunities while also allocating to private credit, secondaries, and infrastructure.

### What is Proficio Capital Partners' known posture on co-investments alongside external GPs?

The firm co-invests directly with external managers, including the documented participation with Tiger Global Management in Vecna Robotics.

## Related profiles

- [Red Apple Group](https://altss.com/profile/red-apple-group-catsimatidis-family-office)
- [Pennington Partners & Co](https://altss.com/profile/pennington-partners-co)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/proficio-capital-partners

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