Proficio Dynamic Balanced fund, LP is a private investment fund based in Newton, Massachusetts. According to its most recent Form D, filed Dec 30, 2025, it has sold $6,600,000 of interests to 3 investors since its first sale in Dec 2021. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Matthew Wosk.
- Total raised
- $6,600,000Cumulative sales reported on Form D
- Investors
- 3
- First sale
- Dec 30, 2021
- Minimum investment
- $50,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Net asset value range
- $5,000,001 - $25,000,000Self-reported
- Key people and entities
- Matthew Wosk
- Latest Form D
- Dec 30, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Proficio Dynamic Balanced fund, LP
What is the minimum investment for Proficio Dynamic Balanced fund, LP?
According to its latest Form D, filed Dec 30, 2025, the minimum investment Proficio Dynamic Balanced fund, LP accepts from an outside investor is $50,000.
Who can invest in Proficio Dynamic Balanced fund, LP?
Proficio Dynamic Balanced fund, LP is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Proficio Dynamic Balanced fund, LP raised?
Proficio Dynamic Balanced fund, LP reports $6,600,000 sold from 3 investors on its Form D filed Dec 30, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Proficio Dynamic Balanced fund, LP based?
Proficio Dynamic Balanced fund, LP is based in Newton, Massachusetts.
When did Proficio Dynamic Balanced fund, LP launch?
Proficio Dynamic Balanced fund, LP reports its first sale in Dec 2021, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private investment fund
Raised more than 38% of the 540 private investment funds based in Massachusetts, and more than 35% of all 10,212 that report sales.