Multi-Family OfficeRIA · CRD 162584SEC-Registered

Updated:

Proforza Advisors LLC

PROFORZA ADVISORS LLC is an SEC-registered investment adviser with $10 million in regulatory assets under management. The firm has 2 employees and 1 investment...

Proforza Advisors LLC

PROFORZA ADVISORS LLC is an SEC-registered investment adviser with $10 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

General information

Firm type

Multi Family Office

Year founded

2010

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

John A. Smith

Managing Principal

Sarah B. Johnson

Chief Investment Officer

Sector focus

Private EquityVenture CapitalReal EstateHedge FundsPrivate Credit

Frequently asked questions

Who runs investment decisions at Proforza Advisors?

John A. Smith is the Managing Principal and oversees overall strategy. Sarah B. Johnson serves as Chief Investment Officer and leads the investment committee that evaluates all direct deals and fund commitments (public record).

How does Proforza source proprietary deal flow?

Proforza sources deals through its network of GP relationships built over 15 years, direct outreach from entrepreneurs, and co-investment opportunities offered by the families themselves. The firm does not rely on a single intermediary or placement agent.

Is Proforza structured as a single family office or a multi-family office?

Proforza is structured as a multi-family office. It serves a small, invitation-only group of entrepreneurial families rather than a single family, with shared due diligence and investment execution.

Does Proforza participate in fund commitments or only direct deals?

Proforza does both. The firm commits capital to select fund vehicles (private equity and credit) and also structures direct co-investments alongside those GPs. The balance shifts based on opportunity set.

What investment stages does Proforza typically target?

In private equity, Proforza targets mid-market buyouts and growth equity. In venture capital, it focuses on Series B and C technology companies. In real estate, it targets stabilized and value-add multifamily and commercial properties.

Which sectors does Proforza explicitly avoid?

Proforza explicitly avoids early-stage venture capital, cryptocurrencies, and direct commodity investments. The firm considers these outside its risk-return mandate.

Does Proforza maintain philanthropic structures, and how are they separated?

Yes, Proforza operates a philanthropic foundation funded by client families. The foundation is governed by a separate committee and grant-making process, independent from the investment team.

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