Advisor at Proficio Capital Partners LLC
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Firm
Proficio Capital Partners LLC
Location
Newton, MA 02458-1655
Credentials
Series 65
Industry experience
11 years
Peter Kronberg is a Series 65-credentialed advisor with 11 years of industry experience, currently with Proficio Capital Partners LLC in Newton, MA. He has a background as a self-employed attorney servicing design and software firm clients since 2009 and was affiliated with Tufts University for 13 years. Proficio Capital Partners provides discretionary portfolio management primarily for high-net-worth individuals and families, as well as select institutional clients, foundations, and businesses. The firm employs CIO-developed core investment portfolios with tactical adjustments and offers sub-advisory services, private fund management, and customized investment solutions.
Based on Proficio Capital Partners LLC
Based on Proficio Capital Partners LLC
Fixed oversight fees up to $500,000 per year for advice on unmanaged assets
Performance allocation/fee up to 10% on net realized and unrealized capital appreciation for certain Private Funds and sub-advised insurance dedicated funds
Account minimum: $20,000,000 minimum initial investment (may accept lesser amounts at sole discretion) Minimum fee: Fixed annual fees up to $1,200,000 depending on services and AUM
300 Washington Street Ste 951, One Gateway Center
Newton, MA 02458-1655
Massachusetts · Texas
Tufts University
2010 - 2023 (13 years)
Self Employed Attorney
2009 - Present (17 years)
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