Proficio Capital Partners - aVenture Asset Manager Research
Location
Newton, MA, US
Founded
2014
Proficio Capital Partners is a Massachusetts-based investment management firm focusing on wealth preservation and risk-adjusted returns. The firm invests alongside family investors, offering a sophisticated institutional framework to family offices. Proficio's investment approach emphasizes after-tax, after-fee performance, catering to the unique needs of each family client.
The firm provides estate planning, risk management, and reporting services, building long-standing partnerships through active and personalized service. Notable portfolio companies include Renew Energy Partners and Vecna Robotics. Proficio has participated in various investment rounds, including Seed and Series C, demonstrating flexibility in their investment strategy.
Proficio Capital Partners - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies3
Current Portfolio Count3
Top Investment Stages
Seed1 (33.3%)
Series C1 (33.3%)
Series D1 (33.3%)
Stage Mix
Seed 33%Series C 33%Series D 33%
Concentration shown as share of disclosed investments by stage.
