DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Proficio Capital Partners LLC
Proficio Capital Partners LLC
Private equity with venture activity · probableNewton, MAproficiocap.comSEC registered investment adviser
Proficio works with families to deliver a wealth management solution for our families complete financial and administrative affairs
registered adviser; venture funds are 14% of 8 private funds
Importance
12
low
Active deployment
0
low
Emerging
0
low
Completeness
56
elevated
Freshness
100
high
Research priority
3
low
Identity and regulatory footprint
- Headquarters
- Newton, MAadviserinfo.sec.gov
- Office address
- 300 WASHINGTON STREET STE 951, ONE GATEWAY CENTER, Newton, MA, 02458-1655adviserinfo.sec.gov
- Business phone
- 617-340-8425adviserinfo.sec.gov
- Website
- HTTP://PROFICIOCAP.COM
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Apr 27, 2026
- Private funds reported
- 8 (1 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $290Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $5.3Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 23
- Owners on Schedule A
- Katz Family 2014 Limited Partnership (Member Class C Shares), B
- business email
- info@proficiocap.comproficiocap.compublished by the subject
- business phone
- 617-340-8425adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- family office
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
1 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Proficio Special Investment 1 LP | Fund | 2021 form d first sale | Mature | $5.0M Apr 8, 2024 | 47 | $5.0M of $5.0M | Jan 10, 2022 |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
33 current, 4 departed
Gavin Puskar
AnalystJunior Research Analyst
Jack Feda
AnalystTrading Analyst
Oliver Newman
AnalystJunior Research Analyst
Reed Malas
AnalystResearch Analyst
Annaliese Kehm
AssociateAssociate, Client Service
Lauren Covello
AssociateAssociate, Client Service
Lauren Maughan Denklau
Investor relationsPartner, Chief Administration Officer & Head of Investor Relations
Matthew Harrison Wosk
Managing partnerManaging Member · since Aug 1, 2014
Richard Arthur Blond
Managing partnerManaging Partner - Florida · since Sep 1, 2022
Richard Blond
Managing partnerManaging Partner, Florida
Onnie Mayshak
Operating partnerPartner, Portfolio Management & Private Investments
Select Page
OtherExecutive Team
Sheldon Hanau
OtherPortfolio Management & Research
Bob Haber
PartnerFounder, Partner, & Chief Investment Officer
Gregory Burke
PartnerPartner & Research Analyst
Matthew Wosk
PartnerFounder, Partner, & Chief Executive Officer
Robert J Haber
PartnerChief Investment Officer, Member · since Aug 1, 2014
Jessica Aronson
Platform and operationsPrivate Client Operations Specialist
Justin Sussman
Platform and operationsPartner & Chief Operating Officer
Justin Thompson Sussman
Platform and operationsChief Operating Officer/Partner · since Sep 1, 2015
Kathleen Chines Herr
Platform and operationsChief Financial Officer · since Jan 1, 2024
Katie Herr
Platform and operationsChief Financial Officer & Controller
Lauren Duffield
Platform and operationsPrivate Client Operations Specialist
Lauren Elizabeth Denklau
Platform and operationsChief Administration Officer · since Dec 1, 2019
Michelle Aronson
Platform and operationsOffice Manager
Peter Kronberg
Platform and operationsGeneral Counsel & Chief Compliance Officer
Peter Walter Kronberg
Platform and operationsGeneral Counsel/Chief Compliance Officer · since Jun 1, 2015
Sheldon Hanau
Platform and operationsChief Strategy Officer · since Feb 1, 2019
Meghan Daily
PrincipalDirector, Client Service
Meghan Laramie
PrincipalDirector, Client Service
Taylor Topakov
PrincipalDirector, Client Service
Andrew Kielar
Vice presidentVP, Client Portfolio Strategist
Madeline Branka
Vice presidentVice President, Client Service
4 departed (kept with end dates)
- Daniel Katz · Member · Aug 1, 2014 to Jan 4, 2016 Inference
- David Katz · Member · Aug 1, 2014 to Jan 4, 2016 Inference
- Dina Wosk · Member · Aug 1, 2014 to Jan 4, 2016 Inference
- Sabra Katz · Member · Aug 1, 2014 to Jan 4, 2016 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
11 dated events
- Jan 1, 2024Kathleen Chines Herr joined Schedule A of Proficio Capital Partners LLC as Chief Financial Officer
- Mar 31, 2023Proficio Special Investment 1 LP first reported on Form ADV by Proficio Capital Partners LLC (Venture Capital Fund), GAV $5,000,009Fund first reported on Form ADVFundsFactProficio Special Investment 1 LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Sep 1, 2022Richard Arthur Blond joined Schedule A of Proficio Capital Partners LLC as Managing Partner - Florida
- Dec 1, 2019Lauren Elizabeth Denklau joined Schedule A of Proficio Capital Partners LLC as Chief Administration Officer
- Feb 1, 2019Sheldon Hanau joined Schedule A of Proficio Capital Partners LLC as Chief Strategy Officer
- Jan 4, 2016Sabra Katz (Member) no longer on Schedule A of Proficio Capital Partners LLC
- Jan 4, 2016Daniel Katz (Member) no longer on Schedule A of Proficio Capital Partners LLC
- Jan 4, 2016David Katz (Member) no longer on Schedule A of Proficio Capital Partners LLC
- Jan 4, 2016Dina Wosk (Member) no longer on Schedule A of Proficio Capital Partners LLC
- Sep 1, 2015Justin Thompson Sussman joined Schedule A of Proficio Capital Partners LLC as Chief Operating Officer/Partner
- Jul 27, 2015Proficio Capital Partners LLC first filed Form ADV (IA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 14% of 8 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 14% of 7 private funds
Evidence
63 observations from 3 sources