NivaLet’s talk
Matthew Wosk, portrait

Matthew Wosk

Managing Member at Proficio Capital Partners

Firm officerUpdated

Matthew Wosk has been Managing Member of Proficio Capital Partners LLC, a Newton, MA investment adviser managing $8.17B, since August 2014.

12
Years in role
$8.17B
Firm AUM
160
Firm clients
11
Firm advisers

From Form ADV filed 1 September 2026Form ADV

Career

Matthew Wosk is a control person of Proficio Capital Partners and directly owns 75% or more of it. Matthew Wosk holds an MBA from Harvard Business School and an Undergraduate degree in business from the University of Western Ontario.

Proficio Capital Partners is an investment adviser based in Newton, MA, registered with the SEC since 2015. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pooled investment vehicles. Its regulatory assets under management total $8.17 billion, as filed on 1 September 2026. Its fees, ownership and offices are on the firm’s profile.

Matthew Wosk is Founder, Partner and Chief Executive Officer of Proficio Capital Partners. Wosk serves on the firm's investment committee and is the main point of contact for many of Proficio's largest client families. Before founding Proficio, Wosk worked at Goldman Sachs and Credit Suisse for the better part of two decades and was responsible for managing the institutional equity team in Boston in the last Credit Suisse role.

Key facts

CRD
4010471
Firm
Proficio Capital Partners · CRD 269931
Role
Managing Member
In role since
August 2014 · 12 years
Control person
Yes
Direct ownership
75% or more
Firm headquarters
Newton, MA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
proficiocap.com

Common questions

Where does Matthew Wosk work?

Matthew Wosk has been Managing Member of Proficio Capital Partners LLC since August 2014, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 1 September 2026

How can I verify Matthew Wosk’s record?

Matthew Wosk’s role is listed on Proficio Capital Partners LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 269931.

Source: Form ADV, Schedule A, filed 1 September 2026

Leadership at Proficio Capital Partners

Sources

  1. IAPD individual lookup, CRD 4010471, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Proficio Capital Partners LLC, filed 1 September 2026. Title, control and ownership bands.
  3. Proficio Capital Partners team page. Biography, education, credentials, awards and the portrait, reproduced for identification.
Report a correction