0001903207-23-000001.txt : 20230105 0001903207-23-000001.hdr.sgml : 20230105 20230105154945 ACCESSION NUMBER: 0001903207-23-000001 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20230105 DATE AS OF CHANGE: 20230105 EFFECTIVENESS DATE: 20230105 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Proficio Dynamic Balanced fund, LP CENTRAL INDEX KEY: 0001903207 IRS NUMBER: 871622182 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-428262 FILM NUMBER: 23511141 BUSINESS ADDRESS: STREET 1: 300 WASHINGTON STREET STREET 2: STE 601 CITY: NEWTON STATE: MA ZIP: 02458 BUSINESS PHONE: 6174357967 MAIL ADDRESS: STREET 1: 300 WASHINGTON STREET STREET 2: STE 601 CITY: NEWTON STATE: MA ZIP: 02458 D/A 1 primary_doc.xml X0708 D/A LIVE 0001903207 Proficio Dynamic Balanced fund, LP 300 WASHINGTON STREET STE 601 NEWTON MA MASSACHUSETTS 02458 6174357967 DELAWARE None None Limited Partnership true 2021 Matthew Harrison Wosk 300 Washington Street Ste 601 Newton MA MASSACHUSETTS 02458 Executive Officer CEO of General Partner Pooled Investment Fund Other Investment Fund false $5,000,001 - $25,000,000 06b true 0001903207-22-000002 2021-12-30 true true false 50000 Indefinite 5000000 Indefinite false 1 0 0 No sales commissions or finders fees 0 General Partner receives a a management fee of 1% per annum false Proficio Dynamic Balanced fund, LP Matthew H. Wosk Matthew Harrison Wosk CEO of GP 2023-01-05