DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Private fund
Proficio Alternative Opportunities Fund
Gross asset value
$135M
as of Sep 1, 2026; not a fund size
Peak GAV
$145M
highest filing
Owners
87
beneficial owners reported
Minimum investment
$10,000
as reported
Adviser and related own
25%
of the fund
Owned by funds
7%
fund-of-funds interests
Non-US owners
28%
Reported
11 filings
Aug 7, 2020 to Sep 1, 2026
Reporting history
one row per Form ADV filing
Gross asset value$129M as of Apr 8, 2024
Aug 7, 2020$0 then
Owners87 as of Apr 8, 2024
Aug 7, 20200 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- standalonereported
- Fund of funds
- yesreported
- Organized in
- Delaware, United Statesreported
- Clients solicited
- yes, 42% of the adviser's clients investedreported
- Form D file number
- 021-373718reportedthe join to the Form D offering
- Type as written
- ALTERNATIVE ASSETS FUNDreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
- National Financial Services LLCBoston, Massachusetts
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
Provenance
- Source
- Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
- Status
- on the adviser's latest filing in the extractderived
- Share
- 25%reportedadviser and related persons