Allocator Index · CRD 269931
Fit score
80
- real_estate_fund+40
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
- aum $3.0B-$10.0B+8
HNW clients
138
Other individuals
—
HNW assets
$4.38B
Total AUM
$5.27B
Employees
23
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| PROFICIO CANADIAN ALTERNATIVE REAL ESTATE FUND LP | Real Estate Fund | $43.0M |
| PROFICIO MOTOR MART GARAGE FUND LP | Real Estate Fund | $209K |
| PROFICIO ALTERNATIVE OPPORTUNITIES FUND | Other Private Fund | $128.5M |
| PROFICIO LONG-TERM ALTERNATIVE SERIES OF THE PROFICIO GATEWAY FUND LLC | Other Private Fund | $64.9M |
| PROFICIO CLEAN HORIZONS SERIES OF THE PROFICIO GATEWAY FUND LLC | Other Private Fund | $31.9M |
| PROFICIO DYNAMIC BALANCED FUND LP | Other Private Fund | $8.8M |
| PROFICIO RENEW GREEN ENERGY INCOME LP | Other Private Fund | $8.6M |
| PROFICIO SPECIAL INVESTMENT 1 LP | Venture Capital Fund | $4.6M |