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Sheldon Hanau, portrait

Sheldon Hanau

Chief Strategy Officer at Proficio Capital Partners

Firm officerUpdated

Sheldon Hanau has been Chief Strategy Officer of Proficio Capital Partners LLC, a Newton, MA investment adviser managing $8.17B, since February 2019.

7
Years in role
$8.17B
Firm AUM
160
Firm clients
11
Firm advisers

From Form ADV filed 1 September 2026Form ADV

Career

Sheldon Hanau is a control person of Proficio Capital Partners and directly owns under 5% of it. Sheldon Hanau holds an MBA from Harvard Business School and a BA in Chemistry from Yeshiva University.

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.

Sheldon Hanau is Partner and Chief Strategy Officer of Proficio Capital Partners. He sets the strategic direction for the firm and serves on the investment committee. He was Managing Director at Wellington Management and Director of Industry Research for the Americas, which he joined in 2013 after 20 years at Credit Suisse.

Key facts

CRD
2274057
Firm
Proficio Capital Partners · CRD 269931
Role
Chief Strategy Officer
In role since
February 2019 · 7 years
Control person
Yes
Direct ownership
Under 5%
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 Sheldon Hanau work?

Sheldon Hanau has been Chief Strategy Officer of Proficio Capital Partners LLC since February 2019, and is a control person of the firm.

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

How can I verify Sheldon Hanau’s record?

Sheldon Hanau’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 2274057, 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.
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